PLAN FOR LIFE
Get the comprehensive financial planning and investment management guidance and services you need to address your ever-changing financial challenges and opportunities
COMPREHENSIVE FINANCIAL PLANNING
Receive a personalized financial action plan to help you prepare for every stage of life with greater confidence
Gain greater clarity in knowing that your portfolio is receiving the experienced, goal-focused investment oversight it deserves
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
Joelle Spear, CFP® reveals Social Security Cost of Living Adjustments for 2024.
Dan Flanagan, CPA/PFS, CFP®, AEP® tells you much more you can save for retirement in 2024.
Find out why managing debt wisely can help keep your financial plan on track during these inflationary times.
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.
We are there to celebrate your success and the important milestones in your life, such as your children's journey from college to financial independence. And to offer support and guidance in times of stress, such as after the death of a loved one or the sale of your business. In these situations we can work closely with your attorney and accountant to make sure all of the financial aspects are addressed.
Financial Advisor, Managing Partner
Financial Advisor, Partner
Joelle Spear, CFP® (She/Her)