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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.

Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Investment Management
  • Social Security Retirement Benefits
  • Investments
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Financial Strategies for LGBTQ Couples and Families
  • Insurance
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Family Finances
  • Employee Stock Options
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Domestic Partner Planning
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Estate Planning Strategies

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.   |  732-360-8751