Serving Suffolk & Nassau Counties in Long Island and Surrounding Metro New York Areas
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Competitively priced term and whole life insurance Issued by MassMutual, an A++ rated insurer* For residents of 50 states and territories 20 minute online application Algorithmic underwriting $100k to $3M face values** * Rated by A.M. Best Company as A++ (Superior; the top category of 15). The rating is as of 7/24/2017 and is subject to change. ** Face values up to $3M for ages 18-60; $1M policies for ages 61-65
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I’m excited to share how I’m evolving my practice with Fortuna, a digital investment platform. Fortuna will provide you with access to an institutional-quality investment portfolio and automated portfolio management, coupled with the guidance and long-term focus that comes with having a dedicated financial advisor like me. If you’re interested in taking a modern approach to investment management, it only takes a few minutes to create your custom recommended Fortuna portfolio.
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Serving Your Family and Business Insurance & Investment Needs Since 2004
1393 Veterans Memorial Highway, Suite 307 S
Hauppauge,
NY
11788
Phone:
- Hauppauge 631 851 5864
Fax:
- Hauppauge 631 851 5801
Newsletters
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Student Loan Stress? These Plans Might Help
This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.
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Should You Pay Off Student Loans Early or Save More for Retirement?
Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
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Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| NYSE Composite | 14,894.17 | -1.00% |
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