ABOUT ERFPE

Experience. Purpose.
A Different Standard

Integration is not an add-on; it is the foundation.

ERFPE was founded on a simple belief: your financial life deserves to work together—today, tomorrow, and for generations to come.

OUR STORY

Mid 1980s-1990s

2000s-2010s

2010s- Present

2020s

Today

Registered Representative and Annuity Correspondent New York Paralegal Studies Program, New York Estate Planning Support Life Licensed Agent, New York Multi-state Planning Life Licensed Agent, Multi-state Certified Estate Planner, CEP® ERFPE: A Coordinated Advisory Model Built for Clarity, Structure and Purpose

Her collegiate background in Banking and Finance followed by certification in Paralegal Studies at Long Island University, Brooklyn New York laid the groundwork for her role in estate planning support for New York residents and clients across multiple states.

30+ Years

OF EXPERIENCE ACROSS FINANCIAL SERVICES, ESTATE PLANNING, AND MULTI-DISCIPLINARY COORDINATION

"We bridge the gap between your plan today and the legacy you intend to leave behind."

OUR PLANNING PHILOSOPHY

Coordination Creates Clarity. Clarity Creates Coordination.

HOLISTIC BY DESIGN

We integrate estate, retirement, and financial strategies into one coordinated plan.

EDUCATION FIRST

We empower you with the knowledge to make informed decisions with confidence.

PROACTIVE APPROACH

We identify gaps before they become problems and opportunities before they are missed.

LEGACY FOCUSED

We help you protect what you've built and create a lasting impact for those you love.

How The ERFPE Framework Guides Coordinated Plannning

BEHIND THE SCENES : HOW WE WORK FOR YOU

LISTEN

We learn your goals, concerns, and priorities.

ANALYZE

We evaluate your estate, retirement, and financial picture.

COORDINATE

We bring the right professionals and strategies together.

INTEGRATE

We align your plan assets, and beneficiaries.

IMPLEMENT

We put the plan in motion and keep you on track over time.

ATTORNEY CONNECTED CLIENT FOCUSED INTERGRATION DRIVEN.

WHO WE SERVE

PROFESSIONALS

Building wealth and planning with purpose.

BUSINESS OWNERS

Protecting your business and planning your exit.

PRE-RETIREES

Preparing for retirement with confidence.

HIGH NET WORTH FAMILIES

Managing complex assets and multi-generational goals.

MULTI-STATE HOUSEHOLDS

Coordinating plans across state lines and jurisdictions.

TRUST-CENTERED PLANS

Designing, funding, and maintaining trusts effectively.

Ready to experience a different standard?

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Experience. Purpose.A Different Standard