Our Services

Plan

Financial Planning

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Manage

Investment Management

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Strategize

Insurance Strategies

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Prepare

Legacy Planning

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Financial Planning

Financial Planning is a process, not a product. It is the long-term method of wisely managing your finances so you can achieve your goals, while at the same time negotiating the financial barriers that inevitably arise in every stage of life.

Investment Management

Investment Management is the professional asset management of various securities, including shareholdings, bonds, and other assets in order to meet specific investment goals for the benefit of investors.

Insurance Strategies

The classic definition of insurance is protection against the risk of future loss, but did you know that insurance can also play a key role in maximizing your charitable giving and generosity?

Legacy Planning

Legacy Planning becomes the essential groundwork to support the other key components- including various family assets, estate planning documents, trusts, and long term portfolio management. This helps to execute your vision and maintain a healthy legacy over the years.

Realize the future you imagine.

We provide a personalized service experience based on a deep understanding of our clients’ purpose.

Our Advisors

Gregory R. Sheehan, AIF®, Certified Financial Fiduciary®

Managing Partner / Financial Advisor

Jean Kelley

Managing Partner / Financial Advisor

Bill Kemple, AIF®

Financial Advisor