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World Class Wealth Management for the Education Workforce

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A Strategy Suited for You

A Strategy Suited for You

Just as not every client’s retirement looks the same, not every financial strategy looks the same. We will craft a plan according to your goals and educate you on your investment decisions.

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True Independence

True Independence

As an independent firm, we take a client centric approach when reviewing and discussing product and service recommendations. We serve our clients first, last, and always.

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Truly Personal Service

Truly Personal Service

Because of our independent model, we are able to offer a high level of service, unparalleled in the industry.

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Your Bridge to Retirement

We are passionate about helping individuals, especially those in the education industry, retire and live the lifestyle of their choosing. We strive to get you from where you are today to where you hope to be tomorrow.

Can You Retire on Time?

Can You Retire on Time?

Often times, retirement seems like a distant destination. In reality, though, the time for planning is now. We will help you sort through the many questions you likely have, such as when you can retire and how much you will need.

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The above example is hypothetical and for illustrative purposes only.

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Due to the current crisis, the New York State Department of Financial Services requires agents to deliver a Model Notice to all clients with an in-force life insurance policy, annuity contract, or fraternal benefit society certificate or who procured a property/casualty insurance policy.

Click here for Model Notice