History
We began with Mass Mutual and our practice evolved into an independent Registered Investment Adviser firm. We have over 23 years of experience helping our clients' achieve their financial goals!
Specialties
Driven by your goals, inspired by your values, committed to your financial success. As an independent registered Investment Adviser (RIA), we look for a probability of success, understanding we face an inexact future. We focus on client's time frames and the returns needed to achieve their goals. Our services include: Comprehensive Financial Planning, Personal Financial Planning, Retirement Planning, Investment Management, Financial Planning for Women, Special Needs Planning, Estate Planning, and Financial Planning for Small Business. All investing involves risk, including the possible loss of principal, and there is no guarantee that any investment strategy will be successful.