As a financial advisor with FortisLux/MassMutual, it is my goal to help individuals identify and develop financial objectives and implement a plan to achieve those objectives. We have access to a broad range of products and strategies for every individual based on their own unique situations.
It is extremely important that clients understand the value of preparing now for their financial future. We have resources available to us that can provide clients an assessment of their needs in regards to retirement planning, investment planning, needs in the event of death or disability, long term care planning, and education planning..
I currently live in Middletown, NJ with my wife, Sharon, and two daughters Annabel and Bridget. I am on the board of directors at Beacon Hill Country Club in Atlantic Highlands, NJ where I am currently the membership chairman.