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- Business Transactions Professional
- Exit Planning Professional
- Financial/Investment Advisory Professional
- Insurance Professional
- New Jersey
- New York
Strategies for Wealth
I help people grow their assets with innovative and uncommon strategies, while aiming to mitigate their downside risk and protecting their ability to produce income. I do this in a unique way that you may not hear from other people in my industry.
People I work with best include Business Owners and families with a Special Needs individual in their life.
EXIT PLANNING FOR BUSINESS OWNERS - Helping entrepreneurs and small business owners plan for the most important day of their business, the day that they exit. I work with business owners to help them develop strategies to exit their business when they want, sell to whom they want, for the most money and pay the least taxes.1
SPECIAL NEEDS PLANNING – Helping create and provide a more certain future for those with special needs, as well as the rest of the family. With this goal in mind, special needs planning can help address these unique challenges.
If you would like to learn more feel free to message me or email firstname.lastname@example.org
Registered Representative and Financial Advisor of Park Avenue securities LLC (PAS), supervised from 120 Broadway, 37th floor, New York, NY 10271, 212-701-7900. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial representative of the Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Strategies for Wealth is an independent agency and not an affiliate or subsidiary of Guardian. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 2019-81318 Exp. 7/21