President
Strategic Wealth Management
January 2004 – Present
The Living Balance Sheet® philosophy is the guiding principle that I use to achieve optimal results for my clients.
LBS is a tool that I use to work through a process that builds a financial model.
The program will test different strategies to see which will produce better results.
You can see which strategies are potentially able to:
- Build more wealth
- Reduce risk
- Minimize taxes
- Improve retirement income
- Increase enjoyment of your assets
The goals of the LBS process are to:
- Avoid and protect from risks that can keep you from an optimum financial life.
- Be more confident to meet your obligations
- Take advantage of financial opportunities.
- Organize all your documents and financial data in your own personal vault.
Achieved Guardian's Leaders Club a total of 9 times during the period 2004 through 2013.
Achieved Guardian's President's Council 2005 & 2009 and Life Chairman Council in 2009.
UTA
Talmudic Studies, Talmudic
1973 – 1978
Yeshivah Farm Settlement Mount Kisco, NY
High School
1967 – 1972
The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2017 Guardian