145 Sully's Trail
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, 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.
Exchange Traded Funds (ETF)
Government Bonds and Securities
Real Estate Investment Trusts (REIT)
Fixed and Variable Annuities
529 College Savings
Gifting To Minors (UGMA and UTMA)
IRA (Roth, Traditional and Education)
Pension Plans (Defined Benefit and Defined Contribution)
Profit Sharing Plans
Single K/Solo 401(K)
firstname.lastname@example.org | 585-586-4720