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MEET OUR TEAM

Our approach is collaborative and relies on deep knowledge of the market segments in which we have chosen to specialize. Our goal is to help all families who aspire to improve their financial wellbeing for the long-term.

FOR GOVERNMENT EMPLOYEES

Our Government Services Planning Team specializes in providing financial advice to a broad range of government employees – from federal employees, to firefighters, and municipal workers.

FOR CORPORATE EMPLOYEES

We take special care in integrating your current benefits with the other pieces of your financial portfolio to help you build and protect your assets for a more secure tomorrow.

FOR PRACTICING PROFESSIONALS

If you have completed years of training in order to practice your profession, you will appreciate the services of a specialty advisor. We know that you might not have the time, energy, inclination, or expertise to manage your personal finances alone.

 
 
 
 

What’s your plan?

Most Americans – even those with decent paying jobs – don’t have a plan for their financial future. The assumption is that if you work hard and put in your time, you will eventually be able to retire. We choose to debunk that notion. Retirement means nothing until and unless you choose to define it.

Our firm is not like some others, where the size of your assets determines whether you will be seen or not. If you’re serious about making smart decisions about your money, then we are serious about working with you.

Your Personal Financial Website - Secure & Up-To-Date

Our state-of-the-art financial planning platform will transform the way you look at your personal finances. Up-to-date and in real time, it will get you organized and provide a consolidated view of all of your accounts from one place. Secure electronic storage keeps your valuable records safe and accessible.

Watch this video for a quick tour!

Understand how financial decisions today can affect your financial picture tomorrow.