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We serve individuals, families and businesses in all areas of financial management, including:

Retirement Planning
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Investment Planning
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

Medicare Planning & Coverages
Consultative approach assisting retirees in choosing their medicare supplemental coverage. Independent agency representing Medicare Advantage, Medicare Supplements and Part D plans.

Tax management strategies
Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Insurance & Risk management
Reviewing existing insurance policies (Life, Long Term Care, Disability, Business and Home & Auto). Recommending policy changes when appropriate. Finding the best policy for your situation.

Estate Planning
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Education Funding
Recommending investment and accumulation strategies to help you pay for your children's education.

Employee and Executive Benefits
Helping your business attract and retain qualified employees through benefit packages.


Financial Planning


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  203-909-6003