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Financial Planning and Investments without Product Sales

Like many people, you might have questions about money but find yourself:

  • Overwhelmed with information.
  • Unsure if you are on track to meet financial goals.
  • Concerned about the advice you have received in the past.

We are a fee-only financial planning firm based in New York’s Hudson Valley.  We specialize in objective and personalized advice to help you make better decisions when life’s transitions make you worry or feel uncertain. We don’t sell any financial products nor do we work on commission. We work only for you, so you can have financial peace of mind. 


 Click here to view important Disclosure Information (ADV Part 3)