Because every client's goals are unique, every client's plan is unique

I specialize in working with families and businesses to fit together the financial pieces that create peace of mind. 

Most people have done some good planning. They have existing relationships with very good financial professionals. They have spent a lot of time talking about these things, but for some reason, the job never gets done. Our goal is to help our clients do three things:

 

1) Clearly define and understand their objectives,

2) Develop a strategy to accomplish those objectives, and

3) Take action.

In addition, as an Agent of New York Life, I have exclusive access to the Advanced Planning Group - a premier planning team of over 30 experienced professionals with specialized training in law, taxation, accounting, business, insurance, finance, and philanthropic planning. Combined, they have more than 300 years of experience assisting with wealth strategies and business planning objectives in numerous concentrations, such as business protection and succession, nonqualified executive benefit strategies, tax diversification* and reduction strategies, transnational planning (non-U.S. citizen), estate tax mitigation, and charitable planning.

To view a listing of specific products offered, click on the "Products and Services" tab.

*Neither 323 Financial Solutions, New York Life Insurance Company nor its agents are in the business of providing tax, legal or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions or implementing any planning strategies.

 

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