Understanding my client’s goals and challenges to develop a customized plan of financial success. Individuals, families, business owners and executives are provided retirement planning, investment services, life and asset protection and estate planning. Assisting the transition from full-time employment to retirement is a majority of my work. Projecting income needs, identifying sources of replacement income and timing one’s retirement, I am also there through client’s retirement years, managing wealth, protecting assets and planning a legacy for their families and charitable interests. Named a Five Star Wealth Manager by Connecticut Magazine*, I am also a lifetime member of the Million Dollar Round Table, (sales excellence in life insurance and financial services business) and MetLife’s Hall of Fame (distinguished group leaders who have earned clients' trust and appreciation)
An Honors UConn grad, I proudly support their teams and am an active member of the alumni association. Though I appreciate the various recognitions I've earned, I am most proud of my sons and four Grandchildren. My wife Donna and I have lived in Cromwell, CT for more than 30 years.
*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered. I am licensed to sell insurance and securities in various states. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. (www.sipc.org) OSJ: 1Marina Park Drive, 16 Floor. Boston Mass 02210. 617-585-4500 CA insurance Lic.
