Specialties
About Me
Over my 32 year career advising clients on their financial matters I have developed a system that grows, protects, reduces taxes for families and business owners.
I emphasize proper cash flow management which is crucial to build a well enginneered financial system. The objective is to build plans with balance and efficiency in a well designed, organized and managed process. A great plan works under the widest range of possible outcomes thorughout the accumulation and distribution phases of life. Once wealth and protection is accumulated and structured properly, then the distribution game plan is to produce the highest amount of income for the longest period of time. In the end wealth is transferred tax efficiently using advanced estate planning techniques. My clients enjoy a complete financial game plan for life.
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Interests & Hobbies
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Credentials
RICP
Chartered Designations
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Disclosures
Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), 50 Tice Blvd, Suite 280, Woodcliff Lake, NJ 07677. Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor (973)-244-4420. General Agent, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. International Planning Alliance, LLC (IPA) is not an affiliate or subsidiary of PAS or Guardian. IPA is a General Agency of Guardian. PAS is a member of FINRA, SIPC.