Interview – The Doing Business with a Servant’s Heart Podcast

This podcast episode dives into the financial challenges of parents with special needs children and offers advice on how to navigate them. I spoke with the host, Steve Ramona, about the importance of having a trust, a positive mindset, and an umbrella policy, as well as the rising cost of long-term care. We also discussed alternative options to college, the fallacy of 401Ks, and the importance of having an estate plan.

More Posts

Interview – The Business Power Hour with Lisa and the Music Man

Check out my interview with Norman Wasserman on the Business Power Hour with Lisa and the Music Man. We spoke about a number of things

Interview – Jaws Coffee Chat Podcast

I was recently interviewed by John Tarr on the Jaws Coffee Chat Podcast. We spoke about the importance of Long Term Care Insurance and John

Interview – Union County Living

Recently, I was interviewed by the editors of Union County Living. We discussed why I do what I do, and why I focus on families

Services We Provide

Do you have aging parents?

There are a lot more options out there now that can help with taking care of both your parents and yourself.

Do you have a special needs child?

So do I. Let me guide you through what you need to do to protect your child’s future, as well as your own.

Are you in the “sandwich” generation?

This means taking care of your children and parents. Trying to save for college, plan for retirement, and deal with aging parents? Let’s talk..

Are you on your own - no spouse or kids?

Are you wondering how to plan for your future? Without a big family to fall back on, you need a plan to make sure you’ll be taken care of as you age.

Do you own a family business?

Do you want to make sure your employees are looked after? I can work with you and them on plans that work for everyone.

Are you part of a non-traditional family?

Living on the ends of the bell curve is never easy. Whether you’re a same-sex couple, a single parent, grandparents raising grandchildren, or a blended family with a mix of steps, halfs, fosters, and adopted siblings, I can help find the best ways to financially protect your beautiful family.

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Cranford, NJ • Collingswood, NJ • Marlton, NJ • West Deptford, NJ

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