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Reach your financial goals with greater confidence

Helping you achieve the financial goals that matter most is what we do best. Whether you’re buying your first home, saving for college or planning for retirement, you can rely on us to help you navigate the future with greater confidence. We offer personalized financial advice, investment strategies and a range of solutions based on your needs and risk tolerance. Schedule a complimentary initial consultation to discuss how we can help you reach your financial goals.

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Events

Virtual Event - "How to Maximize Social Security Benefits"

Join us for a virtual presentation on Thursday – May 22nd, 2025. The event is complimentary. Below are details about the event.

Thursday, May 22nd: 5pm – 6pm Eastern

Mary Beth Franklin, CFP® from RetirePro, LLC., is one of the country’s leading experts on Social Security and Medicare and will be our guest speaker for this event. Mary Beth is an award-winning journalist and Certified Financial Planning professional. She is a former contributing columnist on retirement issues for Investment News, a publication for financial advisors. Mary Beth is the host of the public television program, Social Security & You.

“How to Maximize Social Security Benefits” covers the rules and strategies to maximize benefits for married couples, eligible divorced spouses and families with minor or disabled children. It explains how lifetime earnings and age of claiming benefits determines monthly benefits amount. The presentation outlines changes for 2025 including higher benefits and for some earners, higher taxes, due to annual cost-of-living adjustments. It also details the new Social Security Fairness Act which repeals two provisions that had reduced or eliminated Social Security benefits in the past for some public sector workers—including some police, firefighters and teachers— who have pensions based on work where they did not pay FICA taxes.

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Financial advice with your taxes in mind

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence. To get started, request a complimentary initial consultation.