My goal is to provide my clients with the right professional guidance for their stage in life. Affiliation with specialists in special needs, millennials needs, and the near/post retirement boomers enables me to effectively provide insightful career and financial solutions. I partner with experts who work with clients to first uncover their true needs and then provide them with the be possible solutions. Perspective, insight and a desire to help you to live life to the fullest is what you will receive when you partner with me at Fortis Lux Financial.
If you don’t have a financial plan I would like to meet with you to begin setting one up. If you have a financial plan an independent review may uncover gaps that you would want to be cogizant of sooner rather than later. Even though I have been in finance for many years, at Fortis Lux I am constantly learning new strategies for protecting, growing and distributing wealth.
A decade of practicing law at two major wall street law firms, a Fortune 500 corporation and over two decades of providing investment advice to institutional investors has provided me with a broad range of financial and life insights.
I provide financial planning as part of a team of equally experienced investment professionals as I believe two or more heads working toward the same goal, your success, are better than one.
Life Insurance, Disability Insurance, Asset Management (Stocks & Bonds), Annuities, and Long-Term Care make up some of the essential building blocks of protecting and growing family wealth and well-being.
What’s in your wallet?
I am licensed to sell insurance in New York.