Business Philosophy
Having worked in financial services for 40 years, I understand what people expect from their financial advisors: trust, integrity, and expertise. Add leadership, clarity, and creativity and you have the recipe to create significant value. I have built my practice on a simple idea — “recommend a course of action that I myself would take given the same circumstances.”
Financial Toolkit
- Financial Trajectory Analysis TM
- Retirement Accumulation Strategies
- Retirement Distribution Strategies
- Survivor Needs Analysis Services
- Value-Based Estate Planning
- Qualified Retirement Plan Strategies
- Non-Qualified Deferred Compensation Strategies
- Life Insurance Policy Audit
- Investment Portfolio Stress Test
Employee Benefit Plan Cost Analysis Services
Personal Experience
- Life Planning Group, LLC, Uniondale, NY, Partner
- Creative Financial Partners, LLC, Garden City, NY, Managing Partner
- Knox Associates, Garden City, NY, Founder/Owner
- New England Mutual Life, New York, NY, Full Time Career Agent
Qualifications
- 40 Years in the Insurance & Investment Business
- B.A. Degree, John Jay College of Criminal Justice, City University of New York
- Investment Advisor Representative of HTK
- Chartered Life Underwriter (CLU®), The American College, Bryn Mawr, PA
- Chartered Financial Consultant (ChFC®), The American College, Bryn Mawr, PA
- FINRA Series 6, 7, 24 and 26 Licensed
- Annual Study Group Meeting, STAR Study Group, South Beach, Miami, FL
- Received certificate of completion on Retirement Income Planning held at the Wharton School of Business, University of Pennsylvania.
- Professional Coaching Program, The Strategic Coach, Toronto, ON
- University of Miami School of Law, Annual Heckerling Institute on Estate Planning, Orlando, FL, 2005-2017
- Babson College Executive Education Program, 2005 - 2017
Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC, 333 Earle Ovington Boulevard, Suite 402, Uniondale, NY 11553, (516) 282-9600. Life Planning Group and other listed entities are independent of HTK. 1822503TM_Mar20