My job title is a Financial Services Professional and I work for Mass-Mutual whom has been in business for 171 years. As a business owner and first generation here in the United States, I was able to understand that there is a huge gap between where you want to be in your finances versus where you actually are and the only thing missing is having the knowledgeable information to fill in the gaps. I focus on identifying the pains in the structure or plan that you currently have and enhancing them to the best of my ability for the best possible outcomes. The following are a few bulleted points.
-Developing Investment Strategy
-Saving for a child's college education
-Preserving Wealth Management
-Designing a Retirement Income Strategy
-Creating a Legacy for Future Generations
I offer no cost consultations, so feel free to reach out anytime .