Enjoying retirement on your own terms is a goal everyone shares. Whether you’re nearing retirement or are already in retirement, having a realistic retirement plan is essential to maintaining your preferred standard of living.
There are many critical factors to consider to be fully prepared for this exciting and well deserved new chapter in your life. That’s why we take a holistic approach to retirement planning. We cover the full spectrum of considerations to ensure you are fully prepared to make the most of your retirement. We put you first so that income generation, Social Security, Medicare, estate planning, and long term care issues and needs are identified and addressed.
For over 25 years, we have been helping our clients prepare for and enjoy their retirement. Discover more about our holistic approach:
W H A T A R E Y O U
MOST INTERESTED IN
WHAT ARE YOU MOST INTERESTED IN?
Maintaining your standard of living in retirement is well within your reach – we can help.
Whether your building your wealth, saving for college expenses or saving for retirement – we can help.
We begin by coming to a full understand of your complete financial situation – you always come first.
We serve as a liaison to a number of private banks, helping you select the right resource for your needs.
We help ensure you provide your team with a quality retirement plan solution – you always come first.
You need comprehensive tax services that will seamlessly integrate with your investments.
When it comes to your legacy and philanthropic activities – we always put your needs and wishes first.
If it’s important to you, then it’s important to us – we will construct a portfolio that fulfills your beliefs.
WHO WE SERVE
For over 25 years, integrity and commitment have been the hallmark of our client relationships.
Individuals and Families
Retirement Plan Sponsors
Endowments and Not-for-Profits
ARTICLES & LATEST NEWS
OUR BOOKS
“INVESTMENT STRATEGIES FOR THE 21st CENTURY”
by Frank Armstrong
“THE INFORMED INVESTOR”
by Frank Armstrong
“THE RETIREMENT CHALLENGE – SINK OR SWIM”
by Frank Armstrong
“SAVE YOUR RETIREMENT”
by Frank Armstrong