I have been in the insurance and financial services business since 1994. My system and process helps individuals and business owners take the costly guesswork out of building and conserving wealth. I challenge traditional financial thinking because uncommon people require uncommon knowledge. Traditional financial thinking is the reason why so many have not, and will not reach their full potential.
Long term financial needs are impossible to predict. The combination of long term inflation, all forms of taxes, a declining market, college tuitions, weddings, divorces, funerals and all the other unexpected things life throws at us can put major pressure on even the best laid plans.
My process takes a wide-angle, holistic view at each person's financial picture which allows me to continually stress test products and strategies. Insurance products need to be built to last, debt needs to be managed effectively and cash flow needs to be able to handle the “real cost of living”.
Registered Representative of Park Avenue Securities and Financial Representative of Guardian.