Carefully navigating your financial future.
It’s your future.
You need to make financial decisions based on a myriad of factors. With a wide range of services, we are as flexible as you need us to be. Planning, investments and advice are just the beginning. We work with you, to help achieve your goals.
Retirement, creating a legacy and business owner succession plans require careful consideration and diligent planning. Our process is collaborative and thorough; we help you identify, clarify and monitor your plan each step of the way. Throughout the process, our main goal is to help you achieve yours.
Our in-house portfolio management team focuses on research, analysis and implementation of our investment process, while keeping a close watch on risk, diversification and cash flow. Recognizing that your objectives will vary throughout your lifetime, we offer a number of investment strategies, each following its own unique discipline.
In addition to our CERTIFIED FINANCIAL PLANNER™ practitioners, whether you’re seeking advice on Employee Benefits at Kodak or another Employer, Health Care, Social Security or Taxes, our team of specialized, experienced and credentialed professionals is here for you. We’ll listen, analyze your needs and help you develop a path that starts and ends with you.
New Educational Workshops Coming Soon!
Fri, 22 Jun 2018 12:35:44 GMT
Thu, 07 Jun 2018 10:12:00 GMT
Thu, 21 Jun 2018 18:59 GMT