Phone: (856) 234-3055

Fax: (856) 234-1217


Proudly Celebrating 40 Years of Helping Families, Individuals and Businesses Achieve Their Financial Goals.

Questions to ask yourself:

  • How many advisors am I currently working with?
  • When was the last time your Accountant or Lawyer spoke with your Investment Advisor or Tax Professional to ensure that they were working cohesively towards the same goals and objectives?

A Global Approach looks at each and every element of your unique situation. Based on your personal goals, and financial milestones,

we ensure that every aspect of your LIFE Plan is coordinated. 

Why do I need a Global overview of my financial situation?

Through our Global Approach, our team is dedicated to help you reach your financial goals. We do so by ensuring that the decisions you are making in one area of your LIFE Plan is not going to adversely affect another area of your plan. For example, many Financial Advisors recommend utilizing a 529 College Savings Plan when a client requests a strategy to save and prepare for their student's education. Little do most advisors know, 529 College Savings Plans are used against a family when it comes to qualifying for need-based Financial Aid. This is just one of the problems that can arise when a family is relying on the guidance of multiple advisors for the various issues that they are confronted with over the course of their Financial Lives. 

The real question is, why wouldn't you want a your advisor to take a global approach when it comes to your financial prosperity?