Speak With Our Team

Phone: (908) 709-1550

Our Expertise

Having an Accounting and Finance background prior to starting my Financial Services Career, I have a unique perspective on how I can assist clients with insurance protection and employee benefit plans. I use the Tax Code legally to mitigate taxes and provide clients with the protection they need in the most tax efficient way possible. I also assist clients with tax planning in the areas of specialty retirement plans, estate planning and other advanced planning techniques.

Consulting and Auditing Services Include
  • Life Insurance
  • Employee Benefit Plans
  • Estate Planning
  • Specialty Retirement Planning
  • Plus Much More