We actively manage retirement money and provide financial planning

professional, independent and working solely in your best interest

Independant & Impartial

Working to grow and protect our clients’ wealth for more than 25 years in Saratoga Springs, Cooperstown and St. Augustine, FL

Fiduciary Advisors

Helping employers & non-profit boards improve and monitor their 401k / 403b plans using a sound fiduciary process.

Seminars

We regularly hold educational events for our clients and prospective clients on a variety of topics such as Retirement and our Social Security.