As a Financial Planner with Prudential, I specialize in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. My financial planning services cover: • Retirement planning • Education planning • Estate planning strategies • Risk Management • Insurance Needs • Investment Planning • Funding for a Major Purpose • Current Net Worth and Cash Flow Statements
