General Info

We are a boutique financial planning firm with combined experience of over 30 years in the financial services space. With a specialty in retirement, estate, social security small businesses planning, we have helped hundreds of seniors, baby boomers and small business owners preserve what they have worked their entire lives to save, while maximizing the amount of money they get to keep. After Ken's own family experienced a devastating long-term care event, he has made it his mission to help his clients not only grow their retirement income but to also protect what assets they have accumulated from the eroding effects of taxes, inflation and long-term care.