Contact Information

Harry has chosen to specialize in working with federal employees because of their unique planning needs--helping to balance their exceptional government benefits with the rest of their sometimes complex financial picture.

Through extensive training, Harry has learned the particulars of the various federal benefit programs, and helps federal families to make the most of those benefits--both while working and in retirement.

Harry is available to meet with prospective clients in the metropolitan Tampa,St. Petersburg and Clearwater area. 

Offering Advice Since

1971

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care

Licenses, Certifications, Education, and Affiliations

Insurance Licenses:   Life, Health, Disability and Variable Annunity
Security Licenses:   Registered General Securities Representative
Other Licenses, Certifications, Designations:   Florida Notary Public 

Charges to Clients for Services

Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
Commissions and/or loads for investment products purchased

My Association with the Office or Firm

Owner/Partner

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