90 Route 6A, Unit 4B,
P.O. Box 1610
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We place a strong emphasis on developing a long-term relationship with you based on highly personalized service. In other words, we take the time to get to know you, your core values and your personal financial goals.
You can also expect us to help add discipline and objectivity to your financial plan. Whether it’s estimating the cost of a college education, determining how much you’ll need for retirement, or rebalancing your portfolio, we can help you develop a sound financial plan for the future.
We will work closely with you to understand your specific financial goals, risk tolerance, time horizon and investment preferences. Based on that understanding, we can:
*A diversified portfolio does not assure a profit or protect against loss in a declining market.
A Look at Systematic Withdrawals
Inventorying Your Possessions