Welcome

Thanks for visiting! This website exists to provide clients and potential clients with information concerning my firm and my friendly, efficient approach to personal and professional services.

I deal personally with each client. You will not be assigned to a staffer. Because of this, I have an excellent client-retention rate, and I am proud of the high level of service I provide.

I specialize in Tax and Financial Services, offering products of interest to the senior market. Among the services I provide are 401K rollovers and retirement planning, Social Security and Medicare advice, Long Term Care, Dental & Vision insurance. Feel free to browse the other areas of my website to see the many helpful resources I provide.

When you are ready to learn more about what I can do for you, I encourage you to contact me.