Team
Financial Planning for Life
At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Martin became a CPA in 1987 after graduating from Rutgers University with a BA Degree in Accounting. His Accounting business has been located in Haddonfield for over 30 years.
A Graduate of Rutgers University with a BA in Finance, Christopher spent his early career with JP Morgan in their Wealthy Client division. Recently his focus has been in the area of Life Insurance and Personal Taxation.