Which Plan is Right for You?

We have tailored various financial planning packages that we believe will fulfill the needs of our three main focuses: young professionals, those planning retirement, and government employees. Select your classification in order to see the appropriate plans and pricing.

Young Professionals

You’ve completed a professional degree. You’re working long hours now, but still have student loan debt. Do you pay off the debt first, or start savings? What do you need to do to purchase your first home? What insurance should you have? Will you be starting a family?

Government Employees

A specialty of our firm is advising those retiring from government jobs. Different municipalities have their own supplemental retirement programs. Federal workers have their Thrift Savings Plan and other benefits that require special planning.

Those Nearing Retirement

The nest is empty now. Soon you can draw social security. Should you take it now or wait? Are your retirement savings enough? Will you outlive your money? What if an illness wipes you out? Should you move to a smaller place? Are you caring for your elderly parents?