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