Spending, enjoying...w/o fear of funds running out.
Life stays easy, helping to minimize your financial stressors
This means building wealth as optimally as possible
I am acting as your personalized Chief Financial Officer, providing critical business advice without paying benefits to any staff CFO.
I've been cited for my specific experience in ensuring that health professionals reap financial rewards they should, but often don't. Ask about my awards regarding financial planning for doctors.
My financial planning advisory services are not cookie cutter processes. They're specialized financial plans that will help you achieve your individualized dreams.
Leaving your legacy to whomever you desire
Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ:7101 Wisconsin Ave., Suite 1200, Bethesda, MD 20814, ph# 301-907-9030. PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Guardian nor any of its subsidiaries offer Long Term Care.
Important Disclosures 2019-78664 & expiration date 4/21