I believe in doing well by doing good.
I grew up in Corporate America but have always had an entrepreneurial spirit. My professional career started in the accounting/tax world and I have been in the financial industry since 1985.
I have a bachelors degree in accounting from Rutgers University and graduate study in taxation at Florida Atlantic University. I have worked as a Senior Tax Accountant and Senior Auditor for a Big Six International Accounting Firm. I also worked on Wall Street for a major investment bank. I am insurance licensed in several states and I am a Registered Investment Advisor.
The purpose of my financial team is to support as many people as possible in their journey to financial freedom. Most people have absolutely no idea that a tax-free, market risk-free, gains-locked-in, liquid, and congressionally approved solution to retirement has been sitting right under their noses for years. I show people innovative ways to make, manage, and save money. And nobody ever went broke saving money
What makes me different?
I am completely independent and objective when making planning recommendations. I do not owe allegiance to any particular firm, financial product, or company. I have the complete and total freedom to make unbiased, prudent financial choices for my clients.
Founder New Life Financial Planning LLC.
Life and Annuities: Risk Free, Debt Free, and Tax Free for Life.
Income Planning, Tax Free, Annuity, Retirement Income, Fixed Annuity, Indexed Annuity, Financial Life, College Education, Financial Planners, Long-Term Care Insurance, Life Insurance, Living Benefits, Critical Illness, Chronic Illness, Insurance you don't have to die to use.
Phone (561) 246-1404
New Life Financial Alliance &
New Life Financial Planning