Be Good at Life
You are about to find out what it's like to have a Financial GPS in your pocket!
I work with people of means who are so busy living well that they want to work with a trusted financial advisory firm that provides them guidance, tools, advice, and financial solutions that empower them on their financial journey.
I want you to live the best life possible with the money and resources you have1; to enhance your financial literacy and find Simple and Elegant Financial Solutions that address your family's and your business' financial concerns.
| Focus | Prepare for life, and for you entrepreneurs focus Beyond the Bottom Line. |
| Direction | My exclusive life centered planning process is designed to help you navigate the 5 Elements of Financial Independence, with your life at the center. |
| Solutions | Through our affiliation with New York Life Insurance Company and access to its Advanced Planning Group, Eagle Strategies LLC and NYLIFE Strategies LLC, I design and source life insurance and investment financial strategies customized to your needs. |
| Commitment | I am here to help. |
You work too hard to risk your family and your financial future to chance.
Let me know how I can help you.
1 Mitch Anthony and Steve Sanduski, Authors of Return on Life
2 Mitch Anthony