Broker Check

Attention Life Insurance Policy Owners in New York. Important Grace Period Notice: New York Executive Order 202.13

 Go to this link https://www.governor.ny.gov/news/no-20213-continuing-temporary-suspension-and-modification-laws-relating-disaster-emergency 

or call me at 518-631-2569 with any questions.




I believe how you look at planning, matters

Whether you are preparing your ship, getting ready for retirement or you have already set sail, I can help.

Disability Coverage for Attorneys

Disability Coverage for Attorneys

I specialize in helping attorneys find cost effective solutions for protecting their income.

Learn more
Medicare

Medicare

Get assistance from a local expert in the field when figuring out this important retirement need.

Learn more
Social Security Consulting

Social Security Consulting

When's the best time to start taking Social Security? That depends.

Learn more
Lifetime Income

Lifetime Income

Are you tired of the market fluctuations? Do you want an income you can depend on?

Learn more
You've got a new job? Did you leave behind a 401k? 

You've got a new job? Did you leave behind a 401k? 

We create strategies that are tailored to your needs and goals.

Learn more
<p>9 Facts About Social Security</p>

9 Facts About Social Security

There are things about Social Security that might surprise you.
Learn More
<p>A Decision Not Made Is Still a Decision</p>

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.
Learn More
Retirement Plans<br /><br />

Retirement Plans

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Learn more

Have you prepared for your Retirement? Social Security- Insurance - Medicare - Budget

Have a question? I can help you navigate a plan using modern tools and experience.

Thank you! Oops!