You'll find information in the form of articles, calculators and reports, as well as occasional comments on various aspects of financial planning under the Our Opinion section. We hope your visit will motivate you to take advantage of the opportunities and potential rewards that you'll discover when you take a proactive approach to your financial planning.
We created this website to assist you in gaining a better understanding of the financial concepts of insurance, investing, retirement, estate planning and wealth management. Importantly, we want you to recognize the value of working with objective planners. This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
We created this website to assist you in gaining a better understanding of the financial concepts of insurance, investing, retirement, estate planning and wealth management. Importantly, we want you to recognize the value of working with objective planners. This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
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Time is a unique phenomenon. It can pass quickly, or drag on. Time on earth is a gift from God, especially when you experience those timeless moments in your life that are remembered in your heart. Some people have little time here while others live a long life. Time is something you probably have more of, but can never count on.
We are independent agents handling mutual funds, life and long-term care insurances, tax deferred, fixed and variable annuities, and automatic savings programs. Our service includes financial plans and estate planning that encompasses retirement and end-of-life planning, investment counseling and portfolio monitoring.
To thine own self be true and it must follow as the night the day thou canst not then be false to any man. Our goal is to clarify a dynamic plan for an individual, family unit or business based on personal objectives, current and projected economic conditions and the unique circumstances of each client.
The Certified Financial Planner designation was conferred by Adelphi University in 1982 and included courses on investment alternatives, management of income and taxation, insurance risk and management, and client counseling. The Certified Senior Advisor designation was received from the Society of Certified Senior Advisors in 1999.
The Associate in Applied Science degree was received from Queensborough Community College in 1972. Attended St. John's University from 1972-1976. Branch Manager and Registered Representative of American Portfolios Financial Services, Inc., since 2002. Registered Representative of Nathan & Lewis Securities, Inc., from 1995 to 2002.
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