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Our Services

How We Work

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.

401(k) retirement plans and Individual Retirement Accounts

529 qualified tuition plans


Mutual funds

Group retirement and savings plans

Simplified Employee Pension Plans

Qualified Retirement Plans

Other retirement savings plans designed specifically for employee groups

Life insurance

Long-term care, disability and critical illness

Group health benefits

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  973-716-7581