We specialize in the destinctive needs of those who work in the academic, medical, research, state & local governments - of which, we call these employees the "Mass Affluent". Are you an employee at Yale University, Danbury Hospital, United Technologies, Pitney Bowes, Praxair HomeDebot,Northeast Utilities, Emory Healthcare & University., Children Healthcare of Atlanta, System of Georgia, AT&T, Delta, or ? Are you saving for retirement or about to retire? Are you an employee with access to an employer sponsored 401(k), 401(a), 403(b) or 457 who wants to unlock the full potential of your plan? If you answered yes to any of these questions, then I can help you!Employees who work with us, as an Independent Investment Adviser, feel more confident about retirement. In addition to answering yes to the above questions many employees have shared that they got answers to their specific questions such as: • Do I have enough saved for retirement?• Am I selecting the Right Investment?• When should I start taking distributions?• What’s the best distribution option for me?• When should I take Social Security?• Should I take one source of income at a time or blend my income sources?• What would remain after taxes?And Much More…As an established wealth management advisor and retirement expert with over 25 years of experience in the financial services industry. Here are 4 very important things I will do for you and your family:1. Professional guidance from an independent local financial advisor2. Customize your retirement plan to meet your specific situation3. Enact your personalized plan4. Monitor, Rebalance and Review so it stays in-line with your risk/reward tolerance and long- term investment goalsBest of all, your money stays in your existing retirement plan and there are no upfront fees.No money is ever taken out of your defined contribution plan. This means you not only continue to make regular contributions, you can make changes whenever you’d like to.