In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Jonathan J Di Rico

Jonathan J Di Rico

Financial Advisor

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Team

Michelle Meegan

Michelle Meegan

Client Service Manager

Bianca Murack

Bianca Murack

Client Relationship Manager

Libby Engel

Libby Engel

Business Development Manager