I enjoy spending time with family and friends.
Surfing at Lido Beach in Long Beach, NY.
Skiing PA and VT.
Fishing the North Fork of Long Island.
Playing Basketball in LiHoops mens league.
Let's meet to discuss what's most important to you.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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