About My Practice
Strategies for Withdrawals of funds during retirement
Investment Selection and Management; Retirement Planning;
Estate Planning; Planning With Trusts; Tax Returns
Comprehensive planning or planning for specific goal
Tax implications of financial decisions
Caring for Aging Parents
Authored financial planning articles for American Airlines,
American Way Magazine.
The National Underwriter Magazine;
Christian Science Monitor;
Wilmington News Journal;
and financial industry publications.
Served as Director of the Financial Planning Association
Philadelphia Tri-State Chapter.
Served as Chairman, Public Awareness Committee.
Chairman, Study Groups.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: Fee varies by complexity
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