A fee-only, corporate retirement consulting and financial advisory firm
Your success is our success
Our Services
FINANCIAL PLANNING
Together we will identify your values and goals, then create and implement a financial plan to help you pursue and monitor them.
INVESTMENTS
We assist clients in developing their investment strategies based on their financial objectives, income needs, risk tolerance, and time horizon to retirement.
RETIREMENT
Using our fiduciary standards, we will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and suggestions for improvement.
ESTATE PLANNING
We will guide your estate planning and gifting strategies so you can provide for those you care about most.
LIFESTYLE
We will partner with you, aiming to help you sustain and grow long-term wealth consistent with your values and aspirations.
INSURANCE PLANNING
When it comes to life insurance, disability income insurance and long-term care insurance, we will help you determine the type and amount of coverage that is most appropriate for you.
TAX PLANNING
We can provide strategies for short- and long-term tax efficiency to help you reduce your tax liabilities.
COLLEGE PLANNING
We can assist in setting your college planning goals and help you choose the best path to achieve them.
Our Approach
Working with us
Our process begins with an invitation to a complimentary introductory meeting. During this time, we discuss your life goals, financial concerns, and current state of financial wellness. Once we’ve established a window into your financial life, we’ll develop a comprehensive plan that fits your needs.
A Solid FOundation
Financial planning involves a lot more than investment advice. Proper planning takes time, attention to detail, and a close working relationship with our clients. We take a comprehensive approach, considering all aspects of your finances to build a plan that works for you. While our process is sophisticated and complex, our reporting to you is simple and straightforward.
Meet Your Financial Team
Michael Naki, CPFA
Principal
Email: [email protected]
Mike focuses on corporate retirement planning as well as personal financial planning. His experience includes more than three decades of corporate retirement consulting emphasizing exceptional fiduciary governance. Mike’s experience includes strategic planning, business marketing, product design, and vendor management. In addition, his experience includes over a decade of personal financial planning, consulting, and individualized asset management. With a varied background and a Certified Plan Fiduciary Advisor designation, Mike brings experience, efficiency, and negotiation skills when partnering with clients.
Mike maintains a Series 6, 7, 24 and 65 license. He has served on numerous committees and industry premier advisory councils. Mike spends much of his free time with his wife, family, and grandchildren. He also enjoys history, traveling, camping, and golf.
Alexander Naki, CPFA
Client Relationship Manager
Email: [email protected]
Alexander focuses on building and maintaining strong client relationships. He is skilled in identifying client needs, implementing effective strategies, and delivering exceptional customer service. Experience includes nearly a decade in corporate retirement planning, fiduciary governance, and vendor management. Alexander holds a series 7, 66, as well as a Certified Plan Fiduciary Advisor (CPFA) designation.
Alexander is a new father and spends much of his free time with his wife and son. He enjoys golfing, running, hiking, and vacations with his family.
Client Links
Contact Us
Schedule your introductory meeting.