My mission and passion is educating prospects and clients about best practices for mitigating financial threats to their businesses and simultaneously protecting themselves and loved ones. With over 25 years of experience, I approach every financial program I build with the philosophy that the most valuable asset is my client.
Working with me you can expect a program, tailored to your needs, that results in a financial defense plan that provides you with the freedom of mind to lead fuller, and richer, lives. Finding hidden traps and flaws in your financial life is my specialty, this allows me to construct a sound and coordinated program that addresses all your issues.
I work with business owners on buy-sell and business succession planning as well as providing quality, yet cost effective, employee benefits for their companies and employees. As a result of my client dedication, integrity and caring, I have the pleasure of long term client relationships, referrals and serving multi-generational families and successful , growing companies.
If I am the kind of person you want to work with to fortify your personal and business financial programs, please email me at firstname.lastname@example.org. I’m always happy to speak with someone who cares about their important assets – their family, their business and themselves.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Wealth Advisory Group LLC is not an affiliate or subsidiary of PAS or Guardian. Wealth Advisory Group LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License #0C57634