It is has been said that success in life comes from balance, and a positive, confident outlook. Yet, with the hours of an average professional spends at the office these days, it is hard enough to balance a checkbook - never mind the big-picture financial decisions that will decide your future.
Brett C. Kulman is a financial services professional who can help you face the future with confidence and security. Brett knows the changes you face as a business owner of professional. His goal is to help you life the burden of insurance and retirement planning so you can enjoy confidence and protect the legacy you have created.
Brett knows how confidence can foster success. From his days in high school - when he was the captain of three varsity sports teams - to his career in business, Brett has demonstrated how a confident, focused approach in life pays off.
Brett holds a bachelor's degree from Tulane University and an MBA from Adelphi University in Banking and Money Management. Brett has attained the Certified Senior Advisor (CSA) and Certified Long Term Care Specialist (CLTC) designations. Brett enjoys golfing, coaching his sons' sports teams, and hosting seminars to educate seniors on important financial issues.
Whether you are looking for annuities and investment vehicles or long term care and other insurance options, you can count on Brett to help you make confident decisions. He is an objective, caring professional who can assist you with all your financial needs. Call or e-mail him today!
Registered Representative & Investment Advisor of Park Avenue Securities