What We Do

Building a family and growing a business takes dedication and hard work. You pour your energy into creating something meaningful, yet finding time to plan for tomorrow often takes a back seat to today’s demands.

For Families, What’s at Stake:

– Your children’s care and financial security

– Healthcare decisions during medical emergencies

– Protection of family assets and legacy

For Business Owners, What’s at Risk:

– Business continuity during health crises

– Smooth transition to the next generationWhat

– Family harmony when passing down the business

My Commitment:

With 25 years of combined financial services and legal experience, I guide families through these critical decisions with practical, proven solutions. My approach ensures your wishes are clear, your loved ones are protected, and your business can thrive – even when you’re not there.

The Plan:

1. Schedule a consultation
2. Create your customized protection strategy
3. Gain peace of mind knowing your family and business are secure

Take the first step to secure your family’s future. Schedule a consultation at my Wayland or Weston offices: 617-213-5003.