We actively manage retirement moneyprofessional, independent and working solely in your best interest
Portfolio ManagementIndependant & Impartial
Working to grow and protect our clients’ wealth for more than 25 years in Saratoga Springs, Cooperstown and St. Augustine, FL
401k & 403b PlansFiduciary Advisors
Helping employers & non-profit boards improve and monitor their 401k / 403b plans using a sound fiduciary process.
Educational EventsSeminars & Workshops
We regularly hold educational events for our clients and prospective clients on a variety of topics such as Retirement and our Social Security.