By creating a financial plan, setting realistic goals and learning to use financial strategies, you will become confident in meeting your objectives.

Our Process:

1. Acquire a clear picture of your needs, assets, liabilities.

2. Research and design a financial strategy that takes into account the full range of your present and future goals to reach your long term objectives.

3. Present plan for implementation. Once approved, we will strategically initiate your plan in a prudent manner. 

4. Review and monitor your strategy regularly. We will also consult with you to make appropriate adjustments as needed.

5. We are focused on your goals all the time.

We seek to know YOU and your personal and financial goals. 

We believe in taking a comprehensive approach to financial planning and provide solutions particular to each client's needs, wants and desires. We are committed to achieving this by using unbiased investment advice that is specific to you and your best interest. By working together, you can make informed decisions about your money and the growth and protection of those assets for your benefit as well as your family. 

We offer the following: 

• Investment Planning
• Retirement Planning
• Asset Allocation Strategies
• Insurance Planning & Funding
• Risk Management
• College Funding
• Special Needs & Disability Planning 
• Trust, Estate Conservation & Tax Strategies*

All of this without the pressure of pushing services onto our clients.

Listed below are links to web sites that may be of interest to you.

• Voya Financial Homepage - Voya Financial's homepage and the recommended login site if you maintain multiple accounts with/through Voya.
• My Voya - To create a Voya profile that will enable you to view all Voya accounts on one website.
• Voya myOrangeMoney - Voya myOrangeMoney.
• Video - Voya myOrangeMoney. 
• Voya Retirement Plans - To gain access to your NJ employer-sponsored retirement plan(s) and or other employer-sponsored plan(s).
• Voya Cares - Resources for families, caregivers & individuals with special needs & disabilities.
• Voya Investment Management - To review market updates as told from The Voya Investment Management Team.
• Voya's (S.A.F.E) Guarentee - For Workplace Retirement Plans. 
• Pershing Brokerage NetXInvestor- To gain access to you Pershing Brokerage account(s).
• Sers.Pa.Gov - Pa State Employees' Retirement System.
• Psers.Pa.Gov - Pa State Public School Employees' Retirement System. 
• New Jersey Alternate Benefit Program Information Page - To view information about the Voya investment plan offering in The NJ ABP Retirement Program.
• NJ Division of Pensions and Benefits - To obtain state information on the NJ ABP Plan.
• Open.omb.Delaware.gov - Delaware State Office of Pensions. 
• SSA.Gov - Social Security Administration. 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your linking to these web sites.