Your Financial Advocates

As your financial advocates, we’re committed to maintaining the highest standards of integrity and professionalism in our relationship with you. With our legal background and expertise, we’re accustomed to serving as fiduciaries, putting your best interests first. We endeavor to understand your financial situation and provide you with only the highest quality, unbiased information, services, and products to help you reach your goals.

Our Services

Overview

We provide fee based financial planning and investment management services on a platform that is is free from institutional or product influence.  We combine time tested methodologies and first in class technology to protect our clients from the irrationality of the market and to maximize their potential for success.

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Blog

How a Furlough (or Layoff) Affects Your Finances…and Retirement

The CARES Act: 10 Things You Should Know

Stock Market Volatility: It Helps to Look Backward

Clearing Up Confusion About RMDs

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