15 Bay Drive
My firm specializes in helping individuals develop retirement strategies. Please take the time to explore my website and the wealth of information I offer. I offer personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
I understand the many challenges of retirement today and know the biggest concern for many is outliving their money. I focus on money management, as well as other issues that are critical to your financial well being.
Profit Sharing Plans
Disability Income Insurance
email@example.com | 781-330-0081