“Helping to Create Financial Security That Endures”
I have been in the financial services industry since 1994, specializing in all forms of insurance and investments. Working closely with business owners, commercial real estate landlords and key executives and professionals, I help these individuals identify their personal and financial goals, concerns and objectives. By formulating the most economic strategy, families and individuals can realize their financial potential.
I specialize in auditing and reviewing existing insurance policies, and provide advice on my client’s protection needs.
I review investment portfolios to help identify the proper asset allocation and diversification.* Our objective at Life Planning Group is to be a lifetime resource for our clients. I pride myself on my passion, dedication and commitment to being a resource for my clients’ financial security.
Products & Services
Investment and Wealth
Business Continuation Planning
Property and Business Insurance
Life and Health Insurance
I earned my BA from C.W. Post, University with a specialization in Business Management.
I owned my own commercial real estate brokerage firm on Long Island for 10 years. Committed to my community, I volunteer as a coach and director for youth baseball and football in Farmingdale. I am a former Big Brother and mentor for St. Mary’s Boy’s School in Syosset, NY and a retired black belt in Tae Kwon Do. Residing in Farmingdale, NY, I enjoy spending time with my wife, Barbara, and our son Nicholas.
Asset Allocation is a method used to help manage investment risk, driven by complex, mathematical models. There is no assurance that a diversified portfolio will achieve a better return than a non-diversified portfolio.
* Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC, 333 Earle Ovington Boulevard, Suite 402, Uniondale, NY 11553, (516) 282-9600. Life Planning Group is not affiliated with Hornor, Townsend & Kent, Inc. Investment Advisory Services are offered in the state of NY only.