Overview

My firm focuses on providing financial planning to clients in a holistic manner. We cover all aspects of a client's financial situation and to help them accomplish their goals and help them live them best life. We out source the management of a client's investments and focus on helping clients on their financial issues and finding solutions. We are a hybrid firm with a broker dealer affiliation and have an independent RIA called Longevity Wealth Managment. Our AUM is over $100 million (fee and commission combined).

We also help clients internally to provide life and health insurance for protection for their loved ones and for clients who need long term care or medicare supplement insurance.


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