What We Do
Our business is very specific. We work exclusively with individuals who are interested in Retirement Planning, Survivor Planning and Divorce Planning. Our clients are people who are interested in talking about their retirement, regardless of the stage in life they are in, individuals who are widows/widowers and are looking to develop a financial plan moving forward, and those who are contemplating, going through or were recently divorced. Our client relationships always stem from one of these three pillars of our practice specialties, so that YOU can capitalize on our knowledge and experience gained from working with others who have gone through these life changes.