James P. Gilbert, CFP®
Founder & Managing Partner
Stephen Salis
Partner
Kevin Moree
Partner
Lee Michael Morrison
Financial Advisor
Barbara Frasier
Client Services
Plan Your Financial Journey
Whether you are about to begin your transition to retirement, are currently retired, or just starting out in your career, our wealth management services help you feel confident in your future.
- Retirement Income Planning
- Investment Management & Advisory Services
- Financial Planning
- Retirement Plan Advice
- Plan Services
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
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What's Your Risk Score
Years of experience have prepared us to guide you through your life transitions.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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