Welcome!

Our passion is helping others.

We just happen to have a special gift for helping people to make sound financial decisions.  We work with individuals and families, widows, men and women going through divorce, and children with special needs. We are a partner and walk alongside our clients, helping you to navigate complex financial and legal systems.

Social Security

Need some advice or a second opinion about taking your Social Security benefits? We charge an hourly fee (no strings attached) to consult with clients regarding this important decision. There are hundreds of claiming strategies. You only get one chance to get it right! We can help.

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