• Identifying and evaluating potential insurance and investment opportunities for clients.
• Provided asset allocation services, retirement planning, portfolio management, and estate planning solutions.
• Developed client portfolios to maximize return on investments while minimizing risk.
• Provided guidance regarding cash flow management techniques tailored to individual requirements.
• Established relationships with external advisors such as attorneys, accountants and estate planners for a more holistic approach.
Meetings by appointment only: In person or Virtual.