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

John F Poulton

John F Poulton

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

Rensselar Polytechnic Institute, Troy, NY, BSME, Mechanical Engineering

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Our Staff

Karen Phillips

Karen Phillips

Registered Client Service Associate