INVEST IN YOUR FUTURE
of workers believe they don’t make enough money to adequately save for retirement.
Don't become a statistic
The percentage of Americans who say they have no money saved for retirement
Not everything is as it seems. Misinformation can be spread and myths can be common, so we're dedicated to enlightening you with the information you need to make informed decisions about your money.
The power of education is your strongest tool. It's crucial to building a secure financial future, which is why we're committed to providing you with that education. With so many financial topics, we got you covered.
Imagine the peace of mind that comes with knowing you have a solid plan in place, and the freedom to pursue your passions and goals without the weight of financial stress. Empowering you is our ultimate goal.
Our mission is to enlighten students, staff, and faculty of Yale, about different financial topics, such as retirement planning, and educate them on their benefits and options to empower them so that they can achieve their vision of a perfect retirement.
Hardworking and motivated, our team of professionals strives to keep our client's needs at the top of their minds. We have the experience we need to make sure that YOUR financial dreams can come true, while creating an exciting, yet relaxing journey that will make you happy that you chose us!
With over 30 years of collective experience, we have 3 skilled fiduciaries that have extensive knowledge of financial planning!