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Comprehensive Financial Planning Services

As a small boutique firm, we’re dedicated to serving each client with excellence and old- fashioned personal attention, but our firm will not be the right fit for every possible client. Working with us requires a mutual agreement and some shared goals: 

  • We get to know you deeply. We ask plenty of preliminary questions before the first meeting, followed by more questions. The better we know you, the more precisely we can tailor investments and model future outcomes. 
  • We listen well and genuinely want to know your story. 
  • We offer education and guidance, and in return, we require your participation and involvement. We are at your side, coaching you through the steps toward your goal.

Financial planning is not a passive spectator sport. On the contrary, it takes teamwork and collaboration to help your preferred future come to life.

As you approach retirement, swarms of questions arise. Worries, concerns, doubts. Are you ready to be empowered? To take an active role in accomplishing your goals and making your vision of retirement come true?



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

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. | (631) 851-5850