As a financial professional with Equitable Advisors, I am committed to helping my personal and business clients meet their financial goals.
I work my personal clients in the areas of wealth management and retirement planning in addition to life, disability income, long-term care and health insurance.
I am committed to helping you pursue your long-term financial goals. I can help you answer the questions you may have about your financial future, such as:
- Will I be able to retire early?
- How much money will I need in order to retire?
- How can I get the most out of my 401(k)?
- Should I have a traditional IRA or a Roth IRA?
- How can I position my investments for higher potential returns while reducing risk?
- How can I "inflation-proof" my investment income?
- Do I need disability income insurance? Long-term care insurance?
- How can I ensure that my children receive as much as possible from my estate?
- What do I need to know about wills, trusts, and probate?
For my business clients, I provide employee benefits such as 401(k) plans, group health, dental, and disability income insurance. I also design and implement carve-out plans for key employees and funding options for key man and buy-sell agreements.
