My Mission

To help people realize their financial goals.

What I Do

	Provide comprehensive, full-service financial planning, including - but not limited to - investments, estate planning, insurance, college planning, retirement planning.
	Targeted planning for specific needs.

For clients with limited needs I offer a two hour, in office consultation for $400 during which I will address any questions or concerns you may have to the best of my ability. If you decide this is appropriate for you, when we speak on the phone, if you'll tell me your concerns I will tell you if I need you to send me information about them prior to our meeting. This allows us to be prepared to begin promptly and usefully. Usually, we can cover no more than 2 or 3 topics in a two hour session and my job is to provide as much useful information as I can. Feel free to call and discuss if this is an appropriate option for you.

Who I Am

For over 40 years, I practiced dentistry in Metuchen, NJ.

About 18 years ago, I earned my CFP designation, and I have been helping people realize their financial dreams since that time.

Since retiring from dentistry, I have devoted my efforts to helping others achieve their financial goals.