Sales Manager | Financial Advisor | Retirement Planning | IRA's | Investments | Estate Planning Strategies | Life Insurance | Rollovers | Group Health Insurance | 403b | 401k | Disability Insurance | Long Term Care Insurance | Annuity Solutions | My goal is to provide families and business owners with assistance in building their financial future. I am able to take complex financial issues and exp
lain them in a simplified manner to the people I meet. My responsibilities also include attracting and recruiting Financial Representatives, both career and independent. Whether you are part of an agency or independent, we could be a great home for your practice. My services include Retirement Planning, Asset Portfolio Management, 401k/403B Rollovers, Insurance Planning, Estate Planning Strategies, and Tax Reduction Techniques. I currently reside on the east end of Long Island with my wife and 2 children. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC. www.lincolninvestment.com
Legal and tax advice are not offered. Please consult your advisors prior to implementing strategies to determine how they may affect your personal situation.
