I offer total financial needs analysis, including access to trust services, through a team of experienced professionals with detailed knowledge in:
• Retirement plans and financial goal analysis
• Worksite benefit and Employee retention programs
• Estate planning strategies
• Business continuation strategies
I am a financial professional affiliated with Massachusetts Mutual Life Insurance Company(MassMutual), licensed to sell insurance in: CA & NV. CA Ins License#: 0M50609. Domiciled in CA.