Alan’s 35 years of experience helps families and business owners recognize and solve problems. He offers solutions combining protection and growth with a keen eye on retirement options. Alan is a LEAP* (Lifetime Economic Acceleration Process) Adviser and an LUTCF. His hobbies include playing the guitar, singing and songwriting.
*LEAP® is a trademark and service mark of Leap Systems, LLC which is an independent affiliate of the Penn Mutual Life Insurance Company (PML). Trademarks belong to their respective owners. It is important to note that the implementation of any strategies provided as a part of LEAP are designed to help find tax inefficiencies and aid one in reaching their financial goals, but no assurance can be made that these goals will in fact be reached. Individual results may vary.