National Financial Network is a comprehensive financial planning firm helping individuals, families, and businesses build, protect, and optimize their wealth.

Our process begins with a complimentary consultation, where we set up an online financial portal that consolidates every aspect of your financial life in one place. From there, we take the time to understand your goals, priorities, and concerns. With a clear picture of where you are and where you want to go, we design a customized roadmap to help you reach your goals, maximizing growth, minimizing taxes, and protecting your income along the way.

Our areas of focus include:

• Portfolio construction & alternative investment options

• Cash flow design, saving strategies, and tax-efficient planning

• Income protection, life insurance, long-term care, and annuities

• Business, legacy, and special needs planning

The client portal also includes powerful calculators and tools that make it easy to visualize your financial future. You’ll see how your current path compares with your projected results after implementing our recommendations.

As your advisor, I’ll coordinate every step of the process, bringing in specialized experts when needed. We’ll meet regularly to keep your plan on track and make adjustments as your life and goals evolve.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. National Financial Network is not an affiliate or subsidiary of PAS or Guardian.