Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Up Next: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 27, 2025
Secure 2.0 Act: What Plan Sponsors Need to Know Now
Are you aware of all the retirement plan changes for 2025? How will these changes impact you?
The SECURE 2.0 Act is bringing key changes that will impact retirement plan design and participant savings strategies in 2025. Here’s what you need to know to prepare.
March 13, 2025
I recently had the pleasure of attending a luncheon with a wonderful group of like-minded women, organized by Old Saybrook Neighbors Magazine. We had an inspiring discussion about the many talents and offerings of fellow business owners, and I truly value these new connections. Looking forward to seeing where these relationships take us!
March 06, 2025
Retirement Planning for Women
Retirement planning isn’t one-size-fits-all, especially for women. Consider factors like longer life expectancy and career breaks to secure a future that matches your goals. Start planning now for the retirement you deserve. Read more: https://bit.ly/41onl34
Janney News
Janney Opens Branch Office in Chicago, Welcomes Ned Kennedy as Complex Director
Ned Kennedy to Lead Expansion and Advisor Recruitment in Key Midwest Market
KKR to Acquire Janney Montgomery Scott from Penn Mutual
Following the close of the transaction, Janney will become a standalone private company that will continue to operate independently.
Janney Adds 12 Financial Advisors in First Half of 2024
Adds over $2.2 billion in assets under advisement to Private Client Group.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.