Broker Check


As fiduciaries, we adhere to the highest professional standard to always act in your best interest.



We Work For You 

We Work For You 

Our team has a collective 80 years' experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies. 

Whatever your goals, we can help you put together a plan – with minimal hassle and maximum results. 

A New Approach to Planning

Our services range from financial planning to investment management. No matter what, though, our focus is always you.

Our Promise

We create strategies that are tailored to your needs and goals. 

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Our Focus

Years of experience have prepared us to guide you through life's transitions.

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Our Process

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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  • In retirement, every day is a Saturday. We get to see our clients live out their dreams of what they always wanted to do but never had the time.

    - Rich Paul, CFP® CRPC®

  • The days of a simple 60/40 retirement plan are done. Today’s environment requires a new approach to investing to navigate these uncharted waters.

    - Mike Sorrentino, CFA

  • As fiduciary advisors who are both insurance and securities licensed, we feel we have the tools in the toolbox to tailor a retirement plan to each clients’ unique needs.

    - Steve Paul, CFP®

  • Many clients come to us because they don’t want to manage their finances in retirement. They want someone to look out for them, so they have the peace of mind to travel or spend time with their family.

    - Matt Dombrowski, CFP®

  • We always put our clients’ interests first and are honest about what they can expect.

    - Ally Bogacz

  • Retirement planning presents an interesting challenge because you don’t know how long you’re planning for. A good plan should provide an income well into your nineties and possibly to age 100.

    - Matt Paul, CFP®

  • With interest rate lows, market highs, increasing longevity, and increasing long term care costs, retirement today presents a lot of new challenges that need to be planned for..

    - Bepin Serraj

  • The fiduciary standard means we operate in our client’s best interest. When trusting a firm with your life savings, I don’t see why you accept anything less.

    - Taylor Peterson, CFP® CRPC

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."


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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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