A Safe & Secure Retirement
We cater to women and couples nationwide who need to put pre-retirement and post-retirement issues into perspective. We’re ready, willing and able to help you make smart decisions that resolve existing financial problems and prevent future ones.
Guidance You Can Trust
Our financial planning advice and retirement consulting is independent, unbiased and objective. In the broadest possible sense, our goal and duty is to be your financial advocate.
Our services include discovering and prioritizing your needs and goals, mathematical analysis and forecasting, professional evaluation and advice, recommending financially viable solutions, fee-only investment management, and a collaborative structure for making smart financial decisions.
We can help you with your investments, IRAs, 401k, 403b, retirement plans, annuities, account consolidation, asset allocation, rollovers, Social Security claiming strategies, pension options, retirement income and cash-flow planning, risk management, tax diversification and tax reduction strategies, debt reduction and elimination, housing options and financing, relocation concerns, long-term care protection planning and estate planning matters.
We Are Currently Accepting New Clients