$75MM AUM | $300,000 GDC in
I Take An Objective Approach To Problem Solving
Critical to my "needs-based" approach is my ability and commitment to listening and asking the right questions. I get to know my clients and to understand what is truly important to them. My goal is to help you to achieve your goals. To that end, I use a four step process to help you solve your financial problems:
Before I recommend any product or service, I ask questions and get a clear understanding of your circumstances and financial objectives. Together you and I then analyze your insurance and investment portfolios to identify any gaps that may exist.
I will provide you with suggestions to fill in the gaps with the goal of helping you reach your objectives more efficiently.
If my recommendations make sense to you, then we will work together to implement them and help you secure the required products and services.
Because your financial situation is bound to change, I will work with you over time through periodic reviews to help you monitor your strategy and its ability to continue to meet your goals.
Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, a member of the MassMutual Financial Group. OSJ 3701 Corporate Parkway Suite 320 Center Valley PA 18034 (___-___-____ MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives, Springfield, MA 01111-0001. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.
I am licensed to sell insurance in CO, DE, FL, IL, MD, MI, NJ, OK, PA, and TX. I am licensed to sell investments in DE, FL, MD, NJ, NY, PA, and VA. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business.