S.M.A.R.T.E.R.™ FINANCIAL SOLUTIONS FOR YOUR BEST LIFE
As Seen In The News
Client Focused Life Planning and Investment Management
a person who supports a heavy burden; a mainstay
Approaching Your Needs With Care and Understanding
Smarter Financial Planning
Delivered In Your Best Interest
Smarter Financial and Investment Solutions
Tailored for Your Money and Life
Our Promise To You
TRUST AS FIDUCIARIESWe provide strictly fee-only financial advice. Your advisory fee is our only compensation and your interests always come first. Unlike fee-based advisors who are often paid in part by the companies whose products they recommend, we do not accept commissions, referral fees or any other compensation from outside sources. As a result, you can feel confident that our guidance is free of bias, objective and based upon merit, using an analytical evaluation of your options. And we will share our thought process so you understand and feel confident you are making the right choice.
ADVANCED EDUCATION & KNOWLEDGEOur advanced education facilitates the ability to assess what is best for you. Everyone on our team has a university financial degree and a CFP® designation. Senior members of our team hold terminal university financial planning degrees and gold-standard financial planning and investment credentials. Our knowledge is extensive and we know all about the plethora of products, processes and strategies available so we can help you pick the best solution for you.
Solutions For Your Best Life
Contributing to Your Financial Peace of Mind
Strategic Investing | Personalized Service
Interested in Learning More?
COLLABORATIVE | EMPATHETIC | THOROUGH
Guiding You Every Step of the Way
Ready to Get Started?
Published Articles and Whitepapers
ROUND THE TABLE MAGAZINE (SEPT/OCT 2021) There will soon be 13 million widows in the U.S., with nearly 1 million added each year. We refer to this as the widow tsunami. This articles addresses how to help clients who have lost a spouse gain financial know-how and plan for their future.
JOURNAL OF FINANCIAL PLANNING (OCTOBER, 2020) The death of a spouse, particularly if the deceased spouse was the financially empowered partner in a marriage, can be economically devastating for the survivor. This research informs financial planners of how best to help their widowed clients.
NAPFA ADVISOR MAGAZINE (APRIL, 2020) NAPFA clients tend to do their homework before selecting a financial advisor. Many are committed to comprehensive planning, but uncertain about the value of investment management. They have learned that it is impossible to beat the market.
Get in Touch With Our Firm Today
With the use of technology, we’re able to serve clients locally and throughout the United States. For those interested in speaking face-to-face, our offices allow for meetings in Southern Florida and Northern New Jersey.
Whether you have a question or you’re looking to take the next step in working with an experienced, dedicated advisor, simply fill out the form below or schedule a meeting to get started.