Consultant to individuals, executives and financial service professionals on financial, insurance, investment and estate planning matters. CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®). Accredited Estate Planner (AEP) designee. Chartered Life Underwriter (CLU) designee.
Overriding focus is to advise clients on the need to reduce or eliminate their exposure to risk. Risk is not always known and it may be very difficult to quantify.
Planning for individual clients centers on increasing and retaining wealth, lessening or eliminating tax liabilities, and guarding against the adverse effects of inflation.
Planning for executives and business owners centers on effective tax planning for the entity as well as the individuals. Superior employee benefits planning ensures the retention of top executive talent while rewarding and motivating top performers. Proper asset planning ensures the most efficient use of company resources for maximum profit and additional protection from creditors.
Expertise is shared with financial and insurance industry professionals through consulting work on their clients' behalf. Team approach to consulting for clients is always welcomed and encouraged. Client satisfaction is crucially important to success. Most important goal in planning becomes the design and execution of a plan that ensures the client reaching his/her/their goals.
Broad experience in both the financial and insurance industries including product design, marketing, compliance, due diligence, recruiting and distribution.
*Investment Advisory Services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 90 Post Road West, Westport, Connecticut 06880. This profile is not intended, nor shall it be construed, as advertising for professional and/or investment advisory services.