Broker Check

Financial Planning

Focused on Your Financial Future

Simplifying Your Complex World

We are here to help simplify all that complexity and to provide you with a strategic life plan by integrating all facets of your financial and personal life into a comprehensive and unique plan. Our planning process has the rigor and comprehensiveness you would expect when trusting a firm with your personal and financial well-being. Our focus is on your needs, providing innovative solutions, and allowing you to make empowered decisions regarding your wealth and your strategic life plan. For some, a pressing need might take priority and we can start there on your journey to your plan. Nothing satisfies us more than our empowering our clients and growing with them.

The Process

The Process

Regardless of your plan’s complexity, there are six fundamental steps to take in order to achieve your goals and objectives. These steps set the foundation for our long-term partnership in which the initial planning is only the beginning. Understanding who you are and where you want to go is our first priority. As your guide along your journey, we will help you alter the course as necessary, due to changes in the world, major life events, and any other changes that you may encounter. Our goal is to help you simplify your plan, bring clarity, and empower your decision making.

Working with You

Working with You

Working as part of your planning team with your other advisors, we often become the central contact for our clients. Most clients prefer having one point of contact for all their planning issues and coordination of their strategic life plan. Working with your other professional advisors allows us to best coordinate strategy and the implementation of your financial plan.



  • What does your ideal retirement look like?
  • How do you balance paying for higher education and saving for your retirement?
  • Can your assets and resources support your ideal retirement?


  • What is your required rate of return to achieve your goals?
  • Are you taking on more risk in your portfolio than you need to ?
  • How will the next market correction affect your investments?


  • What would be the impact on your family in the event of the death of you or your spouse?
  • How would you and your family be impacted if one of you lost the ability to earn an income for an extended period?
  • Do you have a plan to minimize the emotional and financial stress of a long-term care event?


  • Do you have an income plan you won’t outlive?
  • What is the best Social Security strategy for your plan?
  • What is the maximum sustainable income that your retirement plan will support?
  • What role will taxes and healthcare costs play in your retirement planning?


  • What is your desired impact on your family and community?
  • Are your assets being distributed according to your wishes?
  • What will be the cost to your family of settling your estate?

List of Services

Our capabilities are numerous and include the following:

  • Budgeting
  • Retirement income planning
  • Education funding
  • Legacy planning
  • Charitable giving strategies
  • Investment strategies
  • Income security strategies
  • Risk management
  • Survivor income planning

Get started.

All of our relationships start with a meeting in which we get to know one another. There is no cost or obligation with many clients having plans in place and looking for a complimentary second opinion. Please don’t hesitate in contacting us at (203) 335-0851 and we will be happy to assist you in any way we can.