Who We Help

  • Retirees
  • Public school teachers
  • Participants in the DROP program (teachers, police officers, firefighters and other state employees)
  • Individuals with a 401k from a prior employer
  • Individuals whose advisor has left or retired
  • Individuals wanting to consolidate multiple accounts
  • Small-business owners
  • Divorcees
  • Surviving spouses who received an inheritance or life insurance proceeds
  • Individuals with money sitting in CD’s or money market accounts looking for higher returns
  • Someone who has moved from another part of the state or country and wants a local advisor
  • Non-profit organizations
  • Small-business retirement plans