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Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.

Assess

Data-driven analysis is the foundation for everything we do.

Plan

Individualized strategies ensure that your goals are always a priority.

Manage

Our comprehensive financial management means we're ready to address your every need.

We Create Customized Retirement Plans for You

We Create Customized Retirement Plans for You

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your retirement planning future.

Meet Our Team

Michael Oana

Michael Oana

Certified Retirement Counselor®

Chris Burnette

Chris Burnette

Financial Advisor

Ben Yglesias

Ben Yglesias

Registered Representative

Marisa Patawaran

Marisa Patawaran

Chief Operating Officer

Christine Marchesiello

Christine Marchesiello

Marketing Manager

Jennifer Heffron

Jennifer Heffron

Client Concierge

Charlotte Hartzell

Charlotte Hartzell

Client Concierge

Matt Bruno

Matt Bruno

Client Concierge

Eric Rozzi

Eric Rozzi

Client Concierge

Contact Us to Book an Appointment

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