What We Do:

Our process is one of building relationships with our clients over time. The better we get to know you, the better we can secure your financial future.

For our first meeting, we will come to your home and meet with you to find out what your financial objectives are and what is most important to you from a financial perspective. This can also include what is important to you from a health perspective as well. The older we get, the issues of finance and health become increasingly integrated. During this visit we will also collect financial data which will help us in creating a plan that will meet your objectives, both short and long term.

We will then take this information back to our office, digest it, disect it and crunch the numbers to come up with a strategy to satisify all of your needs.     

During our second meeting we will review the information we collected at the first meeting and present you with different strategies to best meet your objectives. With your approval, we can start implementing the strategy of your choice. Some people want to implement the entire plan right away and some people wish to do it in stages. We will work with you in what ever way you feel comfortable.

Remember that often change can be difficult, but procrastination can jeopordize your whole financial well being, which can then also threaten your health.

Industry Service and Awards:

Oppenheimer Funds:

1992 President's Club

1994 & 1996 Executive Council

Colonial Funds:

1993 Leadership Council Bronze Medalist

Financial Brokerage, Inc.:

1996 Second Place & 1997 Fourth Place awards out of 12,000 nationwide agents for fixed annuity production

National Association of Insurance & Financial Advisors:

1997, 1998, 1999 & 2000 Robert L. Rose award for excellence as Professional Development Chairperson

Served on the Board for the local chapter of the "Monmouth/Ocean Chapter of NAIFA" for ten years as

Professional Development Chair, 1994-2004 and four terms as President, 1998-2003

Society of Certified Senior Advisors:

Earned the CSA designation in 1999 and membership is current