SERVICES

Financial Planning

Ensuring the reliability of your financial picture

Managing Your Wealth

It just makes sense, doesn’t it? Having a sound financial plan intact not only helps you prepare for your own future and financial stability; it could also impact the lives of your children and future generations. A properly structured plan also enables you to face any financial challenges that may arise throughout all stages of life.

With assistance from Leone, McDonnell & Roberts, Professional Association, and through our partnership with Integrated Partners, Inc., we can help you develop customized strategies to achieve your long-term goals, strengthen your financial security, and maintain your quality of life. We’ll also help answer the countless questions related to the inevitable life events you will encounter.

We provide expert assistance
in the following areas:

  • Cash flow planning
  • College funding
  • Business continuity
  • Income preservation
  • Estate planning
  • Retirement planning
  • Financial planning for special needs individuals
  • Tax planning
  • Wealth accumulation
  • Budgeting

JOIN OUR TEAM!

Our people are our greatest asset. They are the foundation and reason for our growth and success.

Our Dover office has moved (effective 6/3/24). Stop by and visit us soon!

NEW ADDRESS: 273 Locust Street, Suite 207 in Dover