PLAN FOR LIFE
Get the comprehensive financial planning and investment management guidance and service you need to address life's ever-changing financial challenges and opportunities
COMPREHENSIVE FINANCIAL PLANNING
Receive a personalized financial action plan to help you prepare for the future with greater confidence
INVESTMENT MANAGEMENT
Gain greater clarity in knowing that your investments are receiving the experienced portfolio management oversight they deserve.
RETIREMENT PLAN SERVICES
Feel more confident knowing that your plan offers the investment options and retirement planning education your employees need to save for the retirement they want
News & Insights

If you got burned by Bitcoin last year, David Jaeger explains how to leverage your losses to offset capital gains taxes.

In his latest market commentary, Christopher Borden reveals where investment opportunities may be this year.

Joelle Spear discusses three ways to reduce home energy usage that require little or no money.

Our aspiration is to serve as your trusted partner by providing comprehensive financial planning and portfolio management advice, strategies and solutions that address the many financial opportunities and challenges you may have at different stages of your life.
Meet Our Advisors

Christopher S. Borden, CRPS®
Financial Advisor, Managing Partner

Daniel J. Flanagan, CPA/PFS, CFP®, AEP®
Financial Advisor, Partner

Joelle Spear, CFP® (She/Her)
Financial Advisor, Partner