COMPLETE FINANCIAL PLANNING

Coordinating and integrating financial planning strategies to enable my clients to attain financial security and achieve their goals has always been my primary focus. I review every aspect of your financial situation, from cash flow and risk management to retirement and estate planning. Your roadmap will then be developed based on prudent risk management and realistic objectives to help you live your dreams and achieve your goals. My comprehensive, disciplined approach to financial planning has helped my clients achieve the financial freedom they desire, has enriched their lives and those of their families and has enabled them to fulfill their lifelong goals and aspirations... I've been married for thirty-seven years, have three children, enjoy playing tennis, pickleball, racquetball and am making a humble attempt to learn golf. I live and work in the suburbs of New York, am very active in my community and am a past-president of my Men's Club. I love working with children and have..

Also known as: Complete Financial Planning, Inc.

Primary location: New City United States