242 Union Street,
1st floor #11,
My firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore the website and the wealth of information we offer. I offer personalized, hands-on service. I educate our 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.
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
firstname.lastname@example.org | 518-631-2569