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At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

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


Brett Kulman, CSA, CLTC

(914) 944-8123

[email protected]

It is has been said that success in life comes from balance, and a positive, confident outlook. Yet, with the hours of an average professional spends at the office these days, it is hard enough to balance a checkbook - never mind the...

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