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Helping You Pursue Your Goals & Aspirations

We specialize in creating customized financial plans that are tailored to individual needs. We believe in developing long-term relationships by being your financial consultant for life and work hard in seeking to deliver a quality client experience that will exceed your expectations.

Our Philosophy

We believe in the standard of excellence in financial planning and always put your best interests first.

Our History

Our dedicated team has the experience to guide you through all of life's moments.

Our Strength

Trust. Honesty. Integrity. Our values are infused into every aspect of our practice.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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Meet Our Team

Jeffrey Schiffman

Jeffrey Schiffman, CFP®

Senior Vice President, Financial Advisor

(561) 202-8744

(561) 202-8745

Russell Bissett

Client Service Associate

(561) 202-8739

(561) 202-8740

Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

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