Our Firm


Most other advisors initially talk about  specific products. I talk about a process;  what are your objectives.  In this site, you will see many investment opportunities. Never forget that my process always begins with a thorough discussion of what you wish to achieve financially.

We build relationships, not sell products. Our goal is to help you achieve financial success. We can do this only by developing a financial plan. We talk about your family, your career, your lifestyle.  We get to know you and what you cherish the most in life. 

We firmly believe that Education is the most important ingredient in finances. As a result, we have positioned our company to provide you with the most recent state-of-the art financial education possible. We explain different investments, offer options, and provide you with research articles.  

For Business Owners

We have a comprehensive  Business Succession  program to help plan for the future of your Business. click here for a short survey form. Then email or call me with completed survey and we will provide a free report which includes a VALUATION of your business.

We constantly seek to enrich and expand our own educational base by attending local and national seminars. I participate in the continuing education program with the CFP Board of Standards and Practices and the educational program of The American College.

I have a B.S. Degree from New York University, a M.S. degree from Manhattan College and a CFP degreefrom The College for Financial Planning.  I recently received the degree of Chartered Financial Consultant from The American College.

I have thirty-five years in managing Total Financial Planning for both individuals and businesses. Recognizing that people want objective advice in achieving financial goals, we have positioned ourselves as a totally independent financial services firm. We have aligned ourselves with many outstanding insurance companies and seperately managed accounts.