Our Services How We Work We provide assistance in the following areas:Financial Planning Services -- Dynamic software that helps clients identify, explore and prepare for their retirement goals. Can prepare and share online with screen sharing. Click to see sample plan.Investment Management and Portfolio Analysis -- Access to a wide range of investments, including, investments with downside protection, mutual funds, ETFs, REITs, BDCs and alternative investments. Quarterly Performance reports. Click to see sample report.Education Planning -- Assistance with education on 529 plans.Goal Planning -- Can prepare an analysis and plan for a specific goal such as a home purchase.Insurance -- Review of current insurance, insurance needed and best strategy to purchase coverage.Employee Benefits -- Review of benefits at work including insurance and retirement plans.Estate Planning Strategies-- Work with estate attorneys and CPAs to develop a plan for the preservation of wealth from generation to generation. 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. email@example.com | 561-333-7391 Test Your Investment Knowledge! How much do you know about investing? Take our quiz and find out instantly. First Name Last Name Email Address Thank you! Oops!