Clients


ALL LIFE STAGES, DIVERSE BACKGROUNDS AND GOALS

Whether you are beginning your professional career and seeking a lifetime plan, or are considering retirement and want to pass down your accumulated wealth to future generations, we have extensive experience and expertise that will allow us to serve you and your family's needs. These are just examples of some of the people we have served.

Widow

A widow is seeking guidance after her husband passed.

Estate Executor

A family member is seeking guidance as the executor of their deceased relative's will.

Corporate Executive

An executive is looking to create an investment and tax strategy.

Medical Professional

A doctor with a successful practice needs help with retirement, business, and tax planning.

Senior Citizen

The child of an elderly widow is seeking management of her mothers finances, care, estate, and household.

Young Professionals

A newly married couple is seeking help with developing a financial plan for their future.

Company Founder

An engineer is selling their company and needs to establish a plan for their wealth.


Contact Us

(732) 564-9404