James P. Gilbert, CFP®
Founder & Managing Partner
Stephen Salis
Partner
Kevin Moree
Partner
Lee Michael Morrison
Financial Advisor
Barbara Frasier
Client Services
Plan Your Financial Journey
Whether you are about to begin your transition to retirement, are currently retired, or just starting out in your career, our wealth management services help you feel confident in your future.
- Retirement Income Planning
- Investment Management & Advisory Services
- Financial Planning
- Retirement Plan Advice
- Plan Services
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
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What's Your Risk Score
Years of experience have prepared us to guide you through your life transitions.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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