My Practice

You’ve worked hard to achieve your success. Now, let us help you put that success to work for you with a comprehensive financial strategy. Since 1973 I have been committed to helping clients pursue their personal, business, and financial goals and objectives. My process is simple and straightforward: I begin by assessing and analyzing your current situation and listening closely to your future goals, desires and objectives. Then, drawing upon our experience and the resources available to me - attorneys, accountants, pension specialists and financial planners - I develop strategies to help you achieve those goals, desires, and objectives. Finally, I position those strategies into a coordinated strategy and present you with a formal recommendation which you, in turn, can share with your other legal and financial advisors. Once you approve my recommendations and we agree upon a plan of action, our work really begins. We’ll find the products and companies that will best allow you to implement your plan. Then, we’ll monitor your strategy and recommend adjustments when market conditions, changes in tax law, or changes in your personal situation call for such adjustments. I have longstanding relationships with some of the finest life insurance and pension companies in the industry, and through my affiliation with Equity Services, Inc., a Registered Broker/Dealer, we can also provide access to many financial management firms, mutual funds and investment advisors. I'm committed to providing innovative solutions to the important, but often neglected, financial issues facing independent business owners, professionals, and high net worth individuals. Let me put our resources to work for you.