Since joining Equitable Advisors in 1999, I’ve used my expertise in accounting and finance to help families, individuals, and businesses work toward their financial goals. I listen to the key issues, concerns and obstacles that are most important to you, your partners and other trusted advisors. Then, I work closely with you and your financial team to prioritize and implement strategies that build value.
Services I offer:
For Individuals:
• Retirement Planning and Distribution Strategies for individuals and DROP participants
• Life Insurance Planning
• Disability Income Planning
• Wealth Accumulation, Preservation and Transfer Strategies
• Investment and Asset Allocation Planning
• Estate Planning Strategies*
• Long Term Care Planning**
• Asset Protection Strategies
• Income Planning
• Comprehensive Financial Planning
• Alternative Investment Strategies
For Businesses:
• Business Continuity and Succession Planning
• Executive & Employee Benefit Strategies
• Key Employee Protection Planning
• Business Life Insurance Strategies
• Qualified Retirement Planning • Estate and Legacy Planning
California Insurance License #: 0D69184
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.