Financial Advisors

How well are you planned and how can you tell?

Do you know when you can retire and what lifestyle you'll be able to support when you do? If so, how do you know? If you're like most people we meet, you don't have the answers to these questions. That's where we come in.

As independent advisors in Erie, PA, we'll assess all the resources you'll have at your disposal for retirement and figure out how much you'll need to retire, when you can retire, and what rate of return will need to be your goal on your investable assets to ensure a long and happy retirement. In addition, our tax focused approach will work toward minimizing erosion of your assets due to taxation.


Some services we provide
for our clients

Financial Quarterbacking

Planning for Retirement

Business Exit Planning

Financial Planning for Business Owners

Leverage & Financing Strategies

Financial Planning for Highly Compensated Employees

Specific individualized tax advice not provided. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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Aligning Your Interest with Ours

Our transparent fee structure aligns our compensation with your long-term goals allowing us to create highly sophisticated strategies while ultimately delivering an exceptional level of service.