Other Financial Services We Provide

We provide additional specialized financial services, including financial planning for women, special needs planning, financial planning for small business and college funding.  Please read more about these specialized financial services offered through our firm.

  • National-Women’s-Small-Business-Month-300x200Financial Planning for Women:  Money is a very important and emotional element in each of our lives. It is understandable why financial planning for women is often met with intimidation or reluctance. Woman can take on so many responsible roles (mother, daughter, wife, caregiver) and many loved ones depend on them in those roles.
  • Special Needs Planning:special-needs word image Our team member Jerry Ricciardo CFP®, has a special needs adult child. His special needs planning expertise is not only an invaluable asset to our company, but of extreme benefit to you as a concerned parent. We understand that it is simply not about lifetime care, but about quality of life for your special needs family member.
  • small-business-owner-barberFinancial Planning for Small Business: As an extremely busy small business owner or self-employed professional, you know how valuable your time is and you recognize the importance of having the right people in place for the task at hand. You should have a plan that takes into consideration all of your unique financial, tax, personal and business variables.