We help clients and people they care about achieve financial stability and security. We’re different from other financial planning firms in that we are not part of a brokerage house or bank; we’re independently owned and Fee-Only, which allows us to give objective advice in our clients’ best interests. Specialties:Working with high net worth families, executives preparing for retirement, widows/widowers, alternative families. Securities and Exchange Commission regulations prohibit investment advisors from publishing client testimonials or anything that would be construed as an endorsement from a client. Therefore, I cannot accept or post endorsements or recommendations on LinkedIn.