How We Work

Our firm specializes in helping individuals in all aspects of their financial lives. 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. See a list of our services below, or click here for a PDF version.

Investment Planning

Portfolio Review

Asset Allocation

Time Horizon

Withdrawal Strategies

Investment Policy Statement

Stock Concentration

Outside Investment Review

Estate Planning Strategies & Charitable Giving

Review Wills

Review Power of Attorney

Review Living Wills


Irrevocable Life Insurance Trusts

Estate Tax Planning Strategies

Guardians for Minor Children

Charitable Giving & Trusts

Retirement Planning

Retirement Goal Setting

Social Security & Medicare

Business Planning

IRA Contributions & Conversions

Employer-Sponsored Plans & 401k

Annuities & Pensions

RMDs & Withdrawal Strategies

Self-Employed Retirement Plans

Risk Management & Insurance Planning

Review of Existing Policies

Life Insurance Needs

Long-Term Care Insurance

Disability Insurance

Review Homeowners Insurance

Review Liability Coverage

Cash Flow & Budget

Income Sources

Expenses & Budgeting

Debt Management

One-Time Expenses

Planned Large Expenses

Emergency Funding

Dollar Cost Averaging

Mortgage Budget Strategies

Review Lines of Credit

Assistance to Loved Ones


Education Planning

Elderly Care

529 Savings Plans

Roth IRAs for Children


Income Tax Planning

Review of Cost-Basis

Review Realized Gains

Carry Forward Losses

Tax Loss Harvesting

Review Deductions & Credits

Potential Roth Conversions

Health Savings & FSAs

For more information, please contact our office at: |  (781) 559-0320