Independent Financial Guidance and Advice


We are an independent financial planning firm.  We do not manufacture investment products, nor do we have an obligation to sell any specific firm's products.  As fiduciaries and Certified Financial PlannersTM, our obligation is to act in our client's best interest.  If there's ever an occasion where there may be a conflict of interests, we are required to disclose that to you.  We pride ourselves on being open and transparent with our advice and execution.  

Please call us if you have any questions about our firm or the range of financial products and services we provide.  In addition to our resources, we have relationships with numerous CPAs, insurance professionals, Medicare specialists and attorneys in the tri-state area, so if additional help is required, we can refer you to a trusted professional.


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More information about the education, training and ethical standards of a CFP® professional can be found at the CFP Board's website, which can be found here.