Meet Richard. He is 46 years old, and has been a high school teacher for 20 years. He unexpectedly lost his wife 2 years ago. His number one goal is to ensure a secure future for himself and his young daughter. He has a 403b retirement plan but no taxable investments at this time.

How We Can Help?

• Comprehensive Financial Planning

• College Savings Plan

• Assistance in Determining Health & Life Insurance Needs

• Advice on Estate Planning