Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.


Advisors

Advisor photo for Richard A Hinton

Richard A Hinton

CFP®

Financial Advisor

Visit Richard A Hinton's website
Advisor photo for Robert Reed Mendelson Jr

Robert Reed Mendelson Jr

CFP®

Financial Advisor

Vice President
Visit Robert Reed Mendelson Jr's website


Team

Shiela Doucet

Shiela Doucet

Registered Client Service Associate,

Assistant