Personal Financial Planning

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Personal Financial Planning Established in 1980, we are a Financial Planning firm providing the full range of planning services with emphasis on wealth management for our more than two hundred clients all over the world. We strive for long-term relationships, excellence in service, and personal attention. Our focus is very results driven in terms of our client's goals as well as helping them to achieve the very best quality of life. We provide retirement, investment and estate planning services for individuals, families and pension design for small businesses. We help to define and realize long-term financial goals for our clients. Financial planning as a lifetime effort rather than a one-time event. Plan Your Financial Future - Put a professional on your team. This is the best guarantee that you will achieve long-term goals for you and your family in a timely fashion. Contact_us! Questions? Your first get-acquainted visit to our office is free! We welcome your call! 800-799-1102 or 203-966-5138 if you are a neighbor.