Finance, Certified Financial Planner
Financial Advisor with over 20 years experience providing small to mid-size employers with, customized retirement plans, key employee incentive plans, and business consulting services designed to enhance operational efficiency while maximizing profit.
-Pension, 401k, Profit Sharing, SIMPLE IRA plans
-Key Employee incentive plans
-Business Consulting services
-Financial Planning services for employees
-Employee Benefits consulting
Small to mid size law firms, consulting firms and professional service firms.