Providing Our Clients with
Financial Confidence
for Years to Come

WHAT MAKES US UNIQUE?

We provide a team-oriented and collaborative approach to understand our clients’ lifetime goals in order to help them plan and secure their financial futures.

We, Like Most Quality Financial Planners provide:

  • Investment planning and asset allocation modeling
  • Retirement reviews
  • Insurance and risk assessment reviews
  • College education planning
  • Investment advice which is customized to fit the needs of each individual client
  • Clear and understandable communication
  • Courteous service and attentiveness to clients’ needs
  • Fully disclosed client expenses which are designed to be fair and reasonable based on the clients’ needs
  • Strict confidentiality

And We Provide So Much More:

  • Through our education, designations and experience, we specialize in helping:
    • Families and retirees
    • Divorcees, widows and widowers
    • Individuals navigating major life and financial changes, such as those receiving an inheritance, personal injury settlement, or proceeds from the sale of a business
    • Business owners and their companies
  • We believe in education beyond the SEC registration requirements (Series 7, Series 66). Our team members hold the following certifications and designations:
    • CFP® (CERTIFIED FINANCIAL PLANNER™ ) – Nancy and Robert
    • CLTC® (CERTIFIED IN LONG TERM CARE PLANNING) – Nancy and Robertt
    • AEP® designation (ACCREDITED ESTATE PLANNING) which is a graduate level accreditation in estate planning – Nancyt
    • CDFA(CERTIFIED DIVORCE FINANCIAL ANALYST) – Robertt
    • AAMS® (ACCREDITED ASSET MANAGEMENT SPECIALIST) – Robert and Aron
  • We have multiple generations of advisors, providing much needed continuity in today’s marketplace. In effect, our clients know that they have a “home” with us for decades to come.
  • We believe in a multi-disciplinary approach to financial planning, accounting for estate planning, tax planning, risk (insurance) planning, business planning, investment planning, and retirement planning. In doing so, we work closely with the attorneys and tax advisors of our clients. In fact, we design unique, comprehensive financial plans before we place any investments.
  • We work alongside family attorneys to measure the financial impact of divorce utilizing Family Law Software, Inc.®
  • We emphasize intergenerational planning by preparing the next generation to take over the stewardship of our clients’ family wealth and then we work with them in order to plan their own financial futures.
  • We are inclusive. We facilitate family meetings in our offices or via the telephone for our clients’ relatives who may live far away.
  • We promote financial literacy. Our clients are invited to attend monthly educational luncheons and bring friends and family members.
  • We mandate review meetings throughout the year that include both the husband and wife. Afterwards, we summarize and document each meeting via a formal letter.
  • Nancy is a former College Professor who specialized in family studies.
  • Nancy is a former President of Greater Boca Raton Estate Planning Council and a former board member of the National Association of Estate Planners and Councils.