As a former business owner, I have witnessed many peoples' financial struggles and loss of businesses when loved ones depart unexpectedly. My passion as a Financial Services Professional is to ensure that none of my clients have to worry about depending on Welfare assistance or support from the state. I strive to help see that family owned businesses can pass on to the next generation easily and i
n a tax favorable way. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.