While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you conduct and  execute a sound financial program utilizing the following products and services:


  • Investments (Mutual Funds, Stocks and Bonds, Fee-Based Asset Management Services)
  • Retirement Planning (IRAs, 401(k) Plans, Pension/Profit Sharing Plans, SEPs, Simple Plans)
  • Insurance (Fixed and Variable Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed and Variable Annuities)
  • Legacy Planning (Insurance Needs Analysis, Business Ownership Succession Plans, Charitable Remainder Trusts)
  • Education Planning (529 Plans)
  • General Financial Planning
  • General Accounting & Tax Services (Tax Planning & Preparation, Year-End Planning and Projections offered through Catherine M. Censullo, CPA)