How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Denise Allen

Denise Allen

CRPC®

Private Wealth Advisor

Chief Executive Officer of Alcumus Financial Group
Learn more about Denise Allen Visit Denise Allen's website
Geoff Galster

Geoff Galster

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Geoff Galster Visit Geoff Galster's website
Cris Caruso

Cris Caruso

BFA, CRPC®

Financial Advisor

Behavioral Financial Advisor™
Learn more about Cris Caruso Visit Cris Caruso's website

Our team

Dermel Franklin

Dermel Franklin

Financial Planning Analyst

Qualifications

  • MBA
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Cara Kincaid

Cara Kincaid

Business Development Specialist