Specialty Markets

I have experience in working with business owners, pre-retirees, and real estate investors. My focus is protecting and providing guidance for the distribution of assets in business exit, retirement income, and charitable and estate planning.
 
My ideal clients are:
  • Businesses with mutliple partners and/or family members
  • Pre-Retirees within 15 years of exiting their career or business
  • Real estate investors who buy and hold real estate for the long term
  • Individuals in the process of divorce using the collaborative process
  • Donors with regular and substantial contributions to charities in life and estate

Neither New York Life Insurance Company, nor its agents, provides tax or legal advice. Please consult your own tax or legal  accounting professional before making any decisions.

Calculators

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