Practice Focus

I offer my clients a holistic approach to financial solutions. I can offer a variety of products and services to help fit your unique needs and situation.

Core Fundamentals

Asset Management

Retirement Planning

Risk Management

Employee Strategies

Retirement Plan Consolidations & Rollovers (SEP, Simple, 401K, and 403B)

Pension Payout Alternatives

Pension Transfers & Rollovers

Employer Strategies

Educational Seminars

Employee & Executive Benefits

Retirement Plan Implementation & Management (SEP, Simple, 401K, and 403B)


Alternative Investments

Bond Portfolios

Equity Portfolios

Mutual Funds


Disability Income Insurance

Fixed and Indexed Annuities

Life Insurance

Long Term Care Insurance

Personalized Strategies

Business Owner Succession Planning

Charitable Giving Strategies

Education Funding

Estate Conservation Strategies

Retirement Income Distribution

Experience & Knowledge Working for You

Contact Us





Phone: (914) 400-1800
Phone: (888) 211-8985
Fax: 914-500-2375
E-mail address: