Public Servants

Entering the Next Chapter with Confidence

You’ve spent your career serving others. As a law enforcement officer, firefighter, or teacher, you have plenty of great financial planning in place, but leveraging it to maximize your years of hard work takes an experienced advisor.

Our firm was built on the same commitment to service, integrity and discipline you’ve held yourself to throughout your entire career. Let our team thank you for your service by dedicating our resources to your success. You’re likely making some of the biggest financial decisions you’ll ever make. That might sound intimidating, but with the support of our firm, it can - and should - be the most exciting season of your life.

In addition to our full suite of wealth management and financial planning services, we will provide:

  • Analysis & Planning for your Retirement Assets
    457(b) Deferred Compensation, 401(a), 403(b), TSA
  • Analysis & Advice Regarding your PLOP
    Partial Lump Sum Option Plan
  • Review potential strategies for pension maximization
  • Retirement at a Young Age
  • Disability Planning for High Risk Insureds
  • Pension Option Analysis
  • Step-by-Step Assistance w/ NY Retirement System Paperwork
  • Separation Pay Planning
    Money owed for unused sick, personal and vacation time.