We have 6 areas of practice specialization:
Business Succession Planning: You’ve worked hard, building a thriving business, and you’d like to see your legacy live on. We can help you create the transition plan to hand your business to the children you have working in
Education Planning: Most people today are likely to agree that an investment in higher education usually reaps its rewards in higher long-term earnings-and, hopefully, greater job satisfaction-one key concern is how to choose a smart savings alternative.
Estate Planning: For those clients who’ve been fortunate enough to accumulate a significant estate, and help make sure their wealth is distributed equitably to their family and charities, rather than to the government.
Retirement Planning: A successful retirement should include preparing and maintaining a comprehensive financial plan encompassing all your financial needs, risks and options.
SpecialCareSM Planning: A unique process built by MassMutual Life Insurance Company, that creates a plan for families with special needs that helps maximizes financial opportunities and protection for lifetime security.
The LEAP® System: For our “Wealth Builder” clients, we offer a unique, objective process that helps them organize their insurance and assets, maximize their growth, decrease taxes and unnecessary costs, and protect their family better. *
AREAS OF PRACTICE
Our primary objective is to help families achieve financial independence and peace of mind in a complex and ever-changing world by designing strategies to enable you to achieve the goals most important to you and your
6800 Jericho Turnpike
Suite 202W Syosset, NY 11791
Phone: (516) 364-4203
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org) 6800 Jericho Turnpike Suite 202W Syosset, NY 11791 (516) 364-4203. MML Investors Services, LLC does not provide tax/legal services.
SpecialCareSM is an program of Massachusetts Mutual Life Insurance Company. For complete details discuss with a SpecialCareSM Planner or go to www.massmutual.com/specialcare.
*We employ the Lifetime Economic Acceleration Process (LEAP) to assist clients in analyzing the
efficient use of their cash flows as part of our insurance planning practice. The LEAP process can
help clients better understand their protection, savings and growth objectives and identify existing
resources to fund the products that can help them meet those objectives.