The Team

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Alan E Slavin

Alan E Slavin

Private Wealth Advisor

More about me...

Designations

CFP®, CMFC®, CRPC®, CDFA®, AWMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
CA Insurance #0C25402 AR License #1014189

VISIT MY WEBSITE

Our Staff

Lynn Palm

Lynn Palm

Office Manager

Leslie Thurber

Financial Planning Assistant