Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.



Advisors

Justin Semke

Justin Semke

CRPS®

Financial Advisor

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Mark Cukaj

Mark Cukaj

Financial Advisor

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Team

Sharon A. Semke

Sharon A. Semke

Client Service Manager

Qualifications

  • BS Business Management, PACE University, White Plains,NY
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Constance Winant

Paraplanner

Qualifications

  • Manhattan College, BS in Mathematics; Minor in Computer Science
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