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Retirement Planning

The person that matters most in your retirement planning is you. But no matter what stage you’re in – early in your career, actively contemplating retirement or already retired – we’re here to help.


Planning for Business Owners

As a business owner, you know all about hard work and commitment. We understand the challenges business owners often face and enjoy helping new.

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Life Event Planning

Life is constantly evolving and so do your financial needs. We have helped many families make successful transitions during times of change and stand ready to offer guidance should the need arise.

Investing with our proprietary Dynamic Allocation Process: A proactive approach to addressing your needs and risk tolerance in the most economical, tax-efficient manner

Our proprietary process is a structured, unemotional investment process that combines asset allocation, a focus on relative strength, rebalancing and diversification to help develop and implement the customized financial plan most capable of addressing your needs and risk tolerance in the most economical, tax-efficient manner.

It provides a proactive approach which includes a selling strategy that can help make your portfolio more conservative when we feel conditions warrant it, and help reduce the chances that your portfolio suffers an unrecoverable loss. This process also provides tactical modifications that could allow your portfolio to benefit by emphasizing asset classes that are outperforming (relative strength). Read More

Stay Informed with Commentary and Insights

Impact of COVID-19 on Estate Planning

Excerpts and content provided by Sol S. Reifer, JD, LL.M-Estate Planning Accredited Estate Planner The rapidly evolving coronavirus (COVID-19) crisis is creating several unique estate planning and legal challenges around the world, particularly given the volatility of the financial markets. It also creates some innovative opportunities in wealth planning. You may wish to consider the …

4 Steps to Boost Financial Confidence

Below are four simple suggestions that can help you increase your financial confidence. Get organized : Not too long ago, it didn’t take much work to organize your finances. Unless you were very wealthy, money matters were fairly straightforward. You could easily store all your financial information in a single accordion file. Today, things are …

The Basics of The SECURE Act

Signed into law by President Trump on December 20, 2019, the “Setting Every Community Up for Retirement Enhancement Act”, also known as the Secure Act, is intended to increase access to tax-advantaged retirement accounts, helping older Americans in retirement and encouraging employers to offer 401(k) plans. The new act, which went into effect on January …

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