Meet The Team

Our practice is grounded in the belief that today’s retirees, and for those whom retirement is imminent, need to protect their savings from potential losses due to financial and stock market downturns. Our approach to working with clients is one that is both relaxed and confident. Our sound and well-researched solutions provide clients with solid financial plans that helps them sleep better at night. Our focus is to preserve and protect client assets to ensure financial independence; determine how to maximize Social Security and other retirement benefits to provide maximum retirement income and develop advantageous strategies for estate planning and asset distribution.