Our Services

We provide a full line of both Individual and Business Services. Whether your situation requires addressing a specific need or an overall strategy, we can analyze your situation and recommend a course of action.

Individual Services can include, but are not limited to Retirement Planning, including IRAs, Annuities. Insurance Protection, include Life Insurance, Health Insurance, Disability Income Insurance, Long-Term Care Insurance and Auto/Home/Boat/Liability Insurance. Estate Analysis or Conservation, helps to minimize taxes, eliminate unnecessary administration expenses, potentially avoid probate and reduce costs***. Educational Funding strategies to help send your children to college when that time comes. Investment Analysis strategies, including mutual funds, as well as Asset Management Accounts, Brokerage Accounts.

We also serve families who have children and dependents of all ages who have special needs.  As a MetDESK Specialist, I am knowledgeable in the issues facing parents of a child or other dependent with special needs. 

We offer a wide variety of products specifically tailored to fit your situation. Business Services can include Employee Pension Plans such as 401(k) or 403(b), Deferred Compensation or Defined Benefit programs. Executive Benefit programs including Deferred Compensation, Salary Continuation or Section 162 Executive Bonus. Also Business Life Insurace and Group Employee Benefit Plans such as Life, Health****, Disability and Section 125 Cafeteria Plans.  ***I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances ****Some health insurance products offered by unaffiliated insurers through the Enterprise General Insurance Agency, Inc. (EGA),  Somerset, NJ 08873-4175+. MLIC, MSI and the EGA are MetLife companies.