I focus on providing financial planning and investment management to successful families. I specialize in working with business owners. Generally, I help my clients develop "big picture" plans to accomplish the things they want in life and to make wise decisions with their money. Specifically, I help my clients to: - Develop and implement investment strategies designed to protect and grow your wealth. - Identify and protect against major risk exposures. - Help you take care of the people who are important to you. - Work with your other professionals to reduce the impact of taxes.
ChFC® in Aventura, FL
- Retirement Planning