The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Jim Cotturone

Jim Cotturone

Financial Advisor

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies

Education

Masters of Science, Colorado State University 1994-1996, Bachelor of Science, State University of New York at Brockport 1983 - 1987

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Our Staff

Irina Dianov

Registered Client Service Associate