Financial Planning:

Covering all aspects of your financial life.

Our advisors understand the unique challenges and decisions clients face when strategically planning their future. Collaborating with all concerned parties including insurance, legal and other essential relationships, we maximize the effectiveness of a family’s financial plan today and for future generations.

Harvey Cohen, (Our CEO) has been a CFP © Practicioner since 1983, during this period he has prepared and monitored hundreds of financial plans. Future hires will be expected to further their own base of knowledge by enrolling in advanced educational programs similar to that offered by the institute for Certified Financial Planners.

- Our Affiliates -

Amongst others