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.
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
