You need more than an accountant who can file your taxes or a financial adviser who helps pick insurance or investments. You want a loyal and committed advocate who is in your corner no matter what life brings your way. You need a professional experienced in tax and financial planning strategies that really work.
Talk to me about saving time and money with business financing, tax compliance, accounting, taxes shelters, payroll, benefits, insurance and executive employee benefits.
Although I’m based in the Philadelphia and Delaware Valley region, I have been honored to serve small business owners and nonprofit organizations in every state throughout the U.S. I maintain insurance producer licenses in all 50 states plus the District of Columbia in order to provide the highest level of support for services related to employee benefit plans. Clients range from entities owned by public corporations, high profile business leaders to local first-timers launching a start-up venture. All are equally exciting and challenging.
I would love to hear what’s going on in your financial and business life. Please feel free to schedule a no-obligation introductory conversation.