I provide personalized financial planning and help you protect your family, future, and income.
As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
Of course, planning your financial future can be intimidating.
Luckily, you don't have to do it alone.
My mission is to help you to attain financial security for your family and business. I take the time to know you and your preferences. While we cannot predict the future we can prepare you for the best and worst-case scenarios while creating a long-term relationship based on integrity.
Backed by the strength of MassMutual and Baystate Financial, my team and I provide you with a balanced approach to achieving your insurance, retirement and estate planning goals.
Whether you're just beginning your career or you need to make sense of the many policies, trusts and investments that you put in place over the years, I look forward to hearing from you.