To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Advisors

Benjamin James

Benjamin James

CFP®, ChFC®, CRPC®, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Benjamin James's website
Timothy Buccini

Timothy Buccini

Financial Advisor

Visit Timothy Buccini's website

Team

Diana Pascarelle

Diana Pascarelle

Practice Manager,

Client Service Specialist

Roles & Responsibilities

  • Answer client phone calls
  • Process distribution requests
  • Assist in quickly addressing client needs
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