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

David Sacker

David Sacker

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit David Sacker's website
Sean Gold

Sean Gold

CFP®

Financial Advisor

Visit Sean Gold's website

Team

Colleen Conrad

Colleen Conrad

Client Service Specialist

Roles & Responsibilities

  • Account Servicing
  • New Account and Funds Processing
  • Annuity Processing
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Bernard Hamilton

Bernard Hamilton

Financial Planning Specialist

Qualifications

  • Series 7 - General Securities License

Roles & Responsibilities

  • Assists with Financial Planning & Investment Management
  • Client Requested Trading
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