Providing Retirement and Insurance Planning Solutions for individuals and small businesses.
Venice, FL
34293
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I deliver advice, knowledge, strategies, and service to enable you to live a financially confident life. I guide you through a process that prioritizes your goals for your lifestyle, your family, your personal future, and your legacy. I partner with you to anticipate and solve financial problems to help make your life easier so you feel more secure with your financial decisions. I help you optimize your financial situation by capitalizing on opportunities, dealing with uncertainties, managing risk and anticipating challenges. My areas of focus include retirement strategies, insurance protection, education funding, and estate conservation strategies. In addition, I give you the knowledge and information you need to make informed financial decisions with confidence and serve as your advocate, working with your other trusted advisors to bring the pieces of your financial life together.
Over 25 years of experience in the Financial Services industry -Obtained his Life Underwriting Training Council FellowSM (LUTCF®) designation from The American College -Volunteer for the Junior Achievement of Southwest New England -Volunteer for the South Windsor Jaycees -Member of South Windsor Chamber of Commerce -Speaks Italian -Resides in South Windsor, CT I am licensed to sell insurance in CT,ME,FL,RI
Securities offered through Benchmark Investments, Inc.
Member FINRA, SIPC, MSRB.
