Broker Check

Services

We Are the Authority On:

  • Retirement Planning
    • Income Planning For a Lifetime
    • Roth IRA Conversions
    • Lump Sum Rollovers
  • Women in Transition
    • Pre & Post Divorce Planning
    • Divorce and The Family Business
    • Career Transitions
  • Wealth Management
  • Executive Transition Financial Planning
  • Stock Option Planning
  • Life Insurance, Estate Planning
  • Education Funding
  • College Savings Plans
    • Pre-Paid 529s
    • Compensation choices:
    • Fee based % of investment portfolio
    • Flat fee for specific planning engagements
    • Transactional brokerage, commission based

 

*Before making an investment or financial decision, contact us or call us for a free consultation 860-245-9525

 
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