As a Financial Professional with over 30 years of experience, I understand that the trust and care I develop with my clients is the foundation for their financial future. I strive to help clients protect themselves, their families and their businesses from the unexpected turns life often takes, and to help provide them with forward progress and results based strategies for their financial future.
My Practice:
Helping business owners protect, preserve and pursue more value from their business, more tax efficiently! ®
Some of the services I offer are:
For Businesses:
• Business Planning
• Benefits Assessment
• Business Continuity and Succession Planning
• Key Employee Protection
• Qualified Retirement Plans (i.e., 401(k)s, IRAs, etc.)
• Non-qualified Executive Benefits (i.e., deferred compensation)
• Business Life Insurance
• Salary Continuation and Disability Income Insurance
• Estate Planning
• Legacy Planning
• Access and CPE Seminars for Professional Advisors
For Individuals:
• Retirement Planning and Distribution for individuals and DROP participants
• Wealth Accumulation, Preservation and Transfer
• Investment and Asset Allocation Planning
• Estate Planning Strategies*
• Long Term Care Insurance**
• Asset Protection Strategies
Backed by a team of dedicated professionals and a company committed to service and growth, I work with my clients and other advisors
(including CPA’s and attorneys) to create well-integrated financial programs for clients. **
*Funded through the use of life insurance and other financial products.
** Equitable Advisors does not offer tax or legal advice.
