You Deserve Your Own Financial Strategy
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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
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Michael "Mac" McIntyre
Vice President
Andy Tennent
Senior Managing Director
Jack Bruscianelli
Senior Managing Director
Mandy Kite
Director of Operations
Jeff Halicky
Client Associate