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.
401(k) / 403(b) / 457 Plans
Trust / Estate Accounts
Retirement Living Expenses
Savings / Investments
Social Security Analysis
Cash Flow and Budgeting
Estate Attorney Relationships
Local Business Leaders
Local Not-for-Profits and Charities
firstname.lastname@example.org | 716-631-6771