Overview

I am a sole proprietor of an independent financial advisory firm. I have been in business for 15 + years. My main clientele comes from middle class working people that are mainly teachers, public servants (police fire etc. ) and union members. My specialty is income planning for, in, and through retirement.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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