04/19/2025
I want to take a moment to thank each and every one of you — my clients, friends, and extended family — for your continued trust, loyalty, and most importantly, your referrals.
Because of YOU, tax season was incredible.
We grew over 21% this year, hitting goals we’ve been chasing for years. I’m beyond grateful.
But we’re not stopping there.
As a New York City worker myself, I understand the unique challenges that come with serving this city — whether you’re with DSNY, FDNY, NYPD, EMS, Corrections, DOT, DEP, Board of Ed or another city agency. That’s why I’m proud to announce the unofficial rollout of The City Shield Plan.
This isn’t just another financial program.
It’s a customized financial & insurance strategy built for city workers, by one of your own.
The City Shield Plan includes:
• A full tax scenario review to make sure you’re not overpaying
• Life insurance planning tailored to your family and job
• Investment strategies that grow with your career
• Home & auto insurance reviews to keep your coverage strong and costs low
• Support from the Academy to Retirement — and beyond
This is about protecting your paycheck, your pension, your property, and your people.
Stay tuned for more — and thank you again for another incredible year.
Let’s keep building.
