How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investing and Wealth Strategy

  • Comprehensive suite of products and services

  • Strategies for Roth Conversions

  • Monitoring Outside Accounts, Life Insurance 401K etc.

  • Evaluating Self-Employed Plans

  • Commission-based non advisory accounts

  • Fee-based advisory accounts

  • Investment Policy Statement

  • Stock Concentration

  • Proper Asset Allocation

  • Risk Management

  • Portfolio analysis

  • Targeted strategies

  • Market Updates

Retirement & Financial Planning Services - Remote Digital Financial Planning available 

Based on Low Complexity Planning 

  • Net worth reviews 

  • Cash flow management

  • Protection review

  • Basic estate planning

  • Cash reserve planning

  • Cash reserve strategies
  • Retirement Goal Setting

  • Social Security Analysis & Maximization

  • IRA Contributions

  • RMD and Withdrawal Strategies

  • Financial Independence 

  • Bucket List Items

Intermediate Complexity Planning

  •  All Low Complexity, plus

  •  Major purchase planning

  •  Education planning

  •  Employee benefits

  •  Tax planning

High Complexity- Advanced Planning

  • All Low & Intermediate Complexity, plus
  •  Advanced planning specialist

  •  Small business owner planning
  •  Coordination w/ outside Professionals

  •  Executive compensation   

* Fees for planning are based on complexity

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.  | (973) 252-2433