Beth has been in the financial services industry for over 26 years, specializing in Health Insurance, Long Term Care and planning for Retirees. She is also a partner in a financial planning firm since 2005. Beth has also served as the Long Term Care specialist for Metlife South Florida branches.
Originally from New York, Beth was raised in Coral Springs, considering herself a Florida native. Beth now resides in Boca Raton with her husband Marc, stepson Seth, and Brady, her 5lb Yorkie.
Also a fitness trainer, Beth enjoys helping people to better themselves physically as well as financially.
With over twenty years of experience, my commitment goes beyond the scope of products and services. My value added approach takes interest in areas outside of financial services by reviewing and structuring programs to protect an individual or company.
In addition to our own areas of experience, we have formed several strategic relationships for the benefit of providing value added services for our clientele. The compilation of these advisors are critically important to the wealth accumulation, preservation, and enhancement of an individual, business or professional practice.