A Team Approach

We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

• Investing principles and strategies*
• Retirement investing and distribution strategies*
• Estate conservation issues
• Risk management*
• Benefiting from Federal and state income tax laws

We also can answer your questions, including:

• Do I have enough money to retire?*
• Do I have the right investments to achieve my needs and goals?*
• What’s the best approach for college savings?*
• How do I create a financial plan?*
  
• Do I really need life insurance?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 *These services are offered by Jeff Birnbaum through his/her affiliation with Avantax