- Over 40 years of combined experience.
- We are integrated with Lawrence & Lawrence, a certified public accounting firm, for tax- and estate-planning. Their philosophy and goal are the same as ours: Serve our clients candidly, with concern for their best interests consistent with our responsibilities to the profession and to the public.
- As an independent firm, we have access to a wider variety of investment and insurance products, which allows us to better serve our clients and offer recommendations tailored to their specific situations.
- Our investment in technology allows us to bring the latest retirement planning tools to assist our clients in planning.