Our Services

 

Our practice serves the needs of a diverse group of clients, including pre-retirees, retirees, high-net-worth individuals and professionals.

We focus on 4 key areas:

Retirement Income Strategies to assist clients in successfully navigating through some of the most complex financial decisions they’ll ever make.

Assets Under Management to help clients create an integrated strategy so all aspects of their financial life work effectively together.

Legacy Strategies so clients can pass on what they have, to whom they want, the way they want, while seeking to minimize estate taxes and legal expenses.

Succession Strategies to help clients ensure the smooth and orderly continuation of their business, regardless of its size and structure.

 



Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice.  Clients should confer with their qualified legal, tax and accounting advisors as appropriate.



 

Securities and Investment advosory services are offered through qualified registered representatives of MML Investors Services, LLC.  Member SIPC  Online Privacy / Legal Notices 

 

 

 

Licensed in NY, NJ, FL

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