9 Colony Drive
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Personally & professionally managed customized investment portfolios
Employee Retirement Plans - 401k's, Defined Benefit, Profit Sharing Plans, Money Purchase Plans, Simple IRA Plans
NYSE listed stock
U.S. Government Bonds
Municipal (Tax-Free) Bonds
Open and Closed End Mutual Funds
Individual Financial Planning
Retirement Income Planning
Trusts: Testamentary, Irrevocable Living and Inter Vivos
Business Continuation Planning
Key Man Buy
firstname.lastname@example.org | 845-774-2745