Retirement Plans

A special focus of my financial practice is working with real estate and mortgage industry business owners to design and help improve their retirement plan.  This industry is federally regulated and technically challenging.  It requires careful monitoring to adhere to changing compliance requirements.  I am often able to suggest creative ways to improve the management and lower the costs of the retirement plan, whether it is a 401k, profit sharing, cash balance, simple IRA, SEP IRA or an employee payroll IRA plan.

Community Involvement

Currently, I serve in several leadership roles in our community.  I host the board of directors of the Sons of Italy organization at my office on a regular basis.  As a means of developing the South Florida presence of my alma mater, the University of Delaware, I serve as Co-Chairman of the university’s regional alumni association.  In that role I create and promote events and explore innovative ways to help “UD” achieve its goals in our area.

Consultation

Many of my clients started their relationship with me through a complimentary consultation.  This is an opportunity to get many of their financial questions answered without any pressure or obligation.  Many people find this informal question and answer session to be such a beneficial experience, they become a client.