In addition to college planning, we offer our clients a broad range of other financial products and solutions to help them achieve and maintain their lifetime goals and dreams. We are passionate about helping others with their financial affairs and have successfully developed and maintained long-term financial relationships within the community. We use a comprehensive financial planning approach and recognize that each client's needs are unique, requiring customized advice and solutions versus "cookie-cutter" approaches and/or products. Further, we are independent and we offer fee-based services.
You are supported by a team of professionals that includes CPA's, financial planners, FINRA-licensed investment advisors, insurance specialists, mortgage specialists, and estate planning attorneys.
Please contact us for a free initial consultation, for more information, or if we can be of any help to you and your family.
We offer the following non-college related services:
|Retirement Planning||Asset Allocation/Diversification|
|Tax Planning/Strategies||Asset/Income Protection|
|Tax Preparation||Business Succession Planning|
|Wealth Building Strategies||Estate Planning/Will Preparation|