Services & Products


These are services & products that I offer for individuals:

  • retirement planning
  • education planning
  • managed accounts
  • brokerage accounts
  • mutual funds
  • alternative investments
  • life insurance
  • disability income insurance
  • long-term care insurance
  • individual health insurance

These are services & products that I offer for businesses:

  • business continuity planning
  • SEP & Simple IRAs
  • 401(k) & 403(b) plans
  • profit sharing plans
  • group health insurance
  • group disability income insurance
  • buy-sell agreement funding
  • key person insurance
  • non-qualified deferred compensation plans
  • exit strategies

Some health insurance products offered by unaffiliated insurers through the Enterprise General Insurance Agency Inc., (EGA) Somerset, NJ 08873. The EGA is a MetLife company.

 

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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