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Financial planning is about more than recommending investments.

We focus on providing personalized financial advice and superior service to a limited number of clients.

Whether you're aiming to save for a child's college education, prepare for retirement, or protect your legacy, we create a plan that will help guide you there. This plan becomes the focal point of every client relationship.

Our in depth approach can help answer questions like:

  • How do I know if I've saved enough for retirement?
  • Could major medical expenses impact my family's standard of living as I grow older?
  • Am I taking more risk in my investment portfolio than I need to?
  • Have the recent changes in estate tax law impacted me?
  • Can I afford to move to a new home or a continuous care community?
  • How much can I give to charity and to family?
  • How do I find, select, and evaluate charities on an ongoing basis?