Our Team
I design and recommend strategies that help migrate investments toward wealth. Through clear, frequent communication, I provide customized service, build lasting relationships, and help clients benefit from a disciplined investment outlook.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Death of a Loved One
Losing a loved one can be a difficult experience. Despite the emotional trauma involved, you may also be responsible for handling a variety of financial, legal, and administrative tasks. You may find yourself unsure of where to begin and what to do.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Alliance for Positive Change
This is a NYC-based not-for-profit that has made a significant and meaningful impact on the community which it serves. I have known the Executive Director since 1967, and she is the "Real Deal."
Center for Safety and Change
This organization is a Rockland County, NY-based not-for-profit that has provided important support to individuals and families who find themselves in extremely difficult and challenging (read: "facing imminent physical and emotional") circumstances. I am proud to support this charity, and I hope you will consider their mission.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 15, 2024
3 Tax-Planning Considerations Ahead of Next Year's TCJA Sunset
The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025, meaning significant changes could be on the horizon for taxpayers. Learn about some things to consider and strategies to help mitigate the potential tax risks.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.