Services · Poughkeepsie, NY
Four pillars. One plan that fits together.
Most families come to me for one of the four below. We usually end up working on two or three of them together, because they interact. Your life insurance affects your estate plan. Your retirement timing affects your insurance need. Your 401k rollover affects your beneficiary list. Done right, the pieces fit.
What working with me actually looks like
The same three-step rhythm, every time.
01
Schedule a free call
Thirty minutes by phone, video, or at the Poughkeepsie office. We talk about what's already in place and where you feel exposed.
02
We map your plan
I review the gaps, model real numbers, and walk you through options in plain English. You see what each choice costs and protects.
03
Ongoing reviews
Life changes. Mortgages refi, kids head to college, jobs shift. We check in on a cadence that fits your stage, not a calendar quota.
Not sure where to start?
Bring whatever you have. We'll find the right starting point together.
Old policies, a 401k you haven't looked at in years, a vague worry about estate tax. Thirty minutes is enough to map where you are and where to go next.