Retirement Prosperity Group
Insurance and Financial Services
I have two of the most distinguished designations in the Financial Services space – CLU (Chartered Life Underwriter) and a ChFC (Chartered Financial Consultant) -- and have been helping individuals and businesses with their Life insurance needs since 1980.
With an everchanging retirement landscape for retirees today, my main focus has been retirement income planning. I have helped thousands of clients with financial planning and retirement income planning over my 36 years in the business. My goal has always been to bring the highest level of service and expertise to my clients and I pride myself on putting their needs above my own.
I am also very experienced in high net worth family needs planning, as well as a myriad of business issues. When it comes to Estate Planning and the legal issues surrounding business owners, executives, and high net-worth planning strategies, I believe you won't find a more knowledgeable expert than myself.