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Our Process

Our engineered approached to financial planning starts with a personalized assessment of your specific circumstances and needs. By understanding your vision for the future, we can better guide your financial journey and help you protect and grow your assets.

Whether your goal is to save for retirement and create a sound retirement income plan, grow your business, provide for your children’s or grandchildren’s education, or build a lasting personal or philanthropic legacy, we work with you one-on-one to customize an investment strategy based on your specific resources and priorities.

As independent financial advisors, we’re able to utilize a wide range of best-in-class investment and cash-management options. We can further strengthen your portfolio with life insurance and other asset-protection solutions as appropriate for your needs and risk profile.

Because we understand the entrepreneurial spirit and the challenges business owners face in building an enterprise, we offer the tools and resources you need to help take care of your employees and thrive in today’s competitive landscape:

  • 401(k) and other employee retirement savings plans
  • Pension and employee stock ownership plans
  • Business succession planning

With deep experience supporting young professionals and those in the medical and technological fields, we help you define goals, achieve higher levels of financial literacy, and engage strategies designed to build multi-generational wealth.

As your circumstances and priorities change, we work with you to revise your strategy, ensuring you capture opportunities, avoid mistakes and stay on track. A diverse and committed team of advisors, we’re here to help you successfully navigate life’s challenges over the long-term and create a secure financial future for yourself and your family.

To learn more, or to schedule an appointment to review your circumstances and financial priorities, please email or call (516) 268-3446.

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