services including financial planning, cash flow analysis, retirement saving, estate conservation and risk management. Additionally, we offer education funding strategies, charitable giving strategies and self-directed brokerage accounts. With

tax efficiencies, cash flow, real estate holdings, net worth, estate planning and individual objectives. We manage investments and retirement accounts for a flat annual percentage fee of the account balance. Our custodians are Fidelity or

account your needs, goals, values and wealth, as well as strategies for risk management, estate planning, education planning and net worth planning. Our manages close to $300 million in client wealth, with custody services and other brokerage services provided by Fidelity Brokerage