Financial Planning

 

In today’s economic environment, it’s important to have a comprehensive plan in place to help you reach your goals. Some goals, like planning for retirement, are easy to name. Others may not be as evident. Through a collaborative and comprehensive planning process, I can help you articulate, visualize, and prioritize both short- and long-term goals, while also helping you identify solutions that may help you reach those goals. Together, we can create a customized plan with a timeline, strategies, and check points to address your individual needs. To learn more, or to schedule a financial planning consultation, please call my office at 914-372-298. I look forward to providing you the financial guidance to help you reach your goals.

 
CRN202011-239530

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org. 6 Corporate Drive, Shelton, CT 06484 (203) 513-6000.

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.

Domiciled in NY. CA License Insurance # 0G34743

CRN202209-271476 

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