My mission is to provide seniors with expert
advice in the areas that are important to them, especially those
that have an impact on their independence and quality of life.
Seniors have special needs and value being treated with respect,
honesty and understanding.
My practice is committed to protecting my client's assets with
prudent investment advice and estate planning, reducing estate
and income taxes and avoiding tax on social security. I help
seniors provide tax free educational financing for grandchildren
and long term care planning to avoid becoming a burden on their