Our Specialties...
Our clients are typically life-long savers who lack the time, knowledge or desire to manage their investments. When we initially meet, our clients are often in the midst of a life changing event (retirement, new job, inheritance) and are looking for someone to provide them with guidance. They want someone they can trust to help them feel more secure about where they are today and where they will be in the future.
We specialize in helping Gay and Lesbian couples pursue their financial planning objectives. Our knowledge of the special needs that our clients possess helps us create an estate plan that takes their relationship into consideration, develop a proper asset allocation for their investments, assess their insurance needs, and evaluate their retirement strategies.
Request a Domestic Partner Planning packet
We also specialize in helping our clients make the best decisions with their pension plans. While most have estimated their pension income, few truly understand the benefits and consequences of the options available to them.
