We work with clients across many different fields of expertise: lawyers, dentists, doctors, nurses and other professionals. Many of them have a family to take care of, successful careers to manage and just not enough time in the day to do all the research & tasks associated with managing their finances all on their own. They want to know how to maximize their money, save for college and retirement and have a partner guide them along the way.
Tess Zigo, CFP – Aligning your money with your goals
Financial Services
