But better looking!
We are marking our 30th year in business with a branding refresh that better reflects who we are today than who we used to be in the big hair, neon-was-hot, mullets were cool and Duran Duran rocking 80s!
Our new and improved website is designed to introduce you to your team, and provide you with insight into who we are and how we can assist you in planning for your life well lived.
Our blog is constantly being updated with content we believe is relevant to your financial life. Topics include financial planning, investment management, retirement planning, social security, charitable giving, tax planning, and more.
And lastly, you can subscribe here to receive a copy of our educational quarterly newsletter, Access Insights.
Don’t hesitate to contact us if you have a topic you’d like us to write about, or wish to learn more about our services.
Thank you for visiting us.
Here’s to the next thirty years!
Very Truly Yours,
Howard Milove, Darren Zagarola and Howard Hook