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Financial ServicesGreenlawn, United States2-10 Employees

My clients are professionals, business owners and individuals with significant worth or income. We help them implement protection first planning by presenting them with a “game board”; a place for them to look at their current financial situation and assess what is potentially not positioned correctly or might be missing. Without the game board, wealth management, preservation and protection are difficult to see. Imagine trying to play a game like checkers or Monopoly with all the pieces but no game board. It would be very hard to play Monopoly not knowing where Boardwalk or Park Place is. In the same way, the visual, financial “game board” provided to my clients, allows them to begin to put the various aspects of their wealth management plan in perspective and make both proactive and protective decisions with regard to their wealth.

The philosophy of wealth management, preservation and protection that I share with my clients has been invaluable in my own life. I’ve experienced dealing with parents in assisted living, nursing homes and hospice. I have faced the challenges of being a business owner and the volatility of the financial markets. These real-life experiences help shape me as a Financial Advisor, and increase the value I bring to potential clients. My philosophy of wealth preservation first in this day and age has been proven to be a necessity.

DISCLAIMER:
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory).Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

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