About Us

Our Approach:  Are you feeling overwhelmed with the markets ups and downs?  Are you feeling bombarded with information and baffled by the choices available for retirement planning?  Clients benefit from an indepth assessment process to determine their needs and concerns.  We can provide a custom designed strategy for the road ahead.

Calculators

Newsletters

  • Dealing with Divorce

    Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 24,100.51 -2.02%
Nasdaq Composite 6,910.66 -2.26%

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.