Financial & Investment Services

About Us

Highly experienced financial advisor for over 45 years, specializing in LTC and healthcare planning for seniors, whether still working or retired, and am part of a startup helping people plan ahead for end-of-life issues. Series 7, 63 & 65 securities licenses. Insurance licensed for life, health, & accident insurance, fixed and variable annuities and hold the CLTC designation for Long Term Care. I offer both fee-based, commission-based or hybrid account plans. My primary strength is investing, and I have a deep team of financial planners and insurance specialists to keep current with the current and pending opportunities for growth and protection