Products & Services
Individual Needs
- Retirement Planning
- Advisory Services
- Individual Retirement Accounts
- Personal Life Insurance
- Disability Income Protection
- Estate Planning
- Long Term Care
- Health Insurance
- Medicare Planning
- Mutual Funds
- Annuities
Business Needs
- Insurance Counseling
- Health Insurance
- Disability Insurance
- Long Term Care
- Executive Bonus Plans
- Key Person Insurance
- Business Buy/Sell Protection
- Split Dollar & Deferred Compensation
- Pension Plans (401K, SEP-IRA & Profit Sharing)
- Disability Buy-Out
- Business Overhead Expense
- Business Continuation Planning
Education
- Graduated, Central Connecticut State University, 1982, B.S. Degree in Marketing
- Chartered Life Underwrited (CLU) designation
- Chartered Financial Consultant (ChFC) designation
