I use a holistic approach to wealth management looking at Investment Planning, Tax Planning, Estate Planning and Insurance/Legacy Planning to help the individual with regards to their financial objectives. A comprehensive financial plan is incorporated into the mix in order to provide a road map and to help the client stay on track. I have over 25 years of industry experience coming back to the role of Financial Consultant/Financial Planner in 2016. Was recognized as the #1 Consultant for the firm as a 1-4 year advisor for the year 2017 and was rewarded with a certificate program at the Wharton School of Business. Our Firm/myself have a very good package in order to attract the right type of book of business and advisors leaving the business or looking to partner with someone will feel totally comfortable that their clients are taken care of in the best possible manner.

From an investment strategy, I utilize an approach which I refer to as the 'School of Fish' Investment Strategy. This strategy provides excellent risk management and has provided above average returns with less risk. I would be happy to share the process which I know would be of tremendous benefit in client retention. As an example, I recently purchased a book of business and made a 100% transfer from existing firm to a new firm using my approach to overall financial planning.

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6 months or more

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