We all have Dreams for our loved ones. When a family dependent has "Special Needs," the urgency to protect your financial legacy takes on a whole new meaning. Through the use of financial products and services, and working with your accountant and attorney, my goal is to resolve your financial uncertainties.
What happens to your financial legacy if you die too soon, or become disabled and cannot work? What is the consequence if you didn't properly fund your retirement, your children's education or insure the family business succession plan? Lastly, after you retire, who provides if you require custodial care? Should a Special Needs Trust be warranted, it will be properly funded to Maximize your dependents SSI & SSDI Benefits.
I am licensed to sell insurance in NY, NJ, CT, PA & FL and securities in NY, NJ, PA & FL.
Special Care Planner
Registered Investment Advisor
Certification in Long Term Care
Life Underwriter Training Council Fellow