About Us
We believe a plan is not enough. A plan is essential to financial security, but on its own, it’s just a piece of paper. For it to be successful, you have to factor in the why and the how.
Why am I doing this, and how will I stick to it?
How do the steps on this plan support my bigger picture?
This is where we come in. Schedule an intro meeting—we’ll figure it out together.
Meet The Team
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Anthony Assante
AIF®, CFS®, MBA | Co-Founder
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Matthew J. Arendt
Co-Founder
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Tim Stowell
CFP®, AIF® | Wealth Management Advisor
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John Sanders
CFP®, Wealth Management Advisor
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Kaitlyn Creem
Director of Client Services
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Melodie Hudak
Marketing Coordinator
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Stephanie Sargisian
Senior Client Service Associate
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Michael Esenbock
Senior Client Service Associate
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Kelly Smith
Senior Insurance Consultant
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Judy Cecchini
Receptionist
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William J. Sudol
Consultant
Our Approach
How We Help
Working with us is the next step in planning for a great life. The foundation of what we do for you can be summarized in these important stages in getting to know your financial situation better:
What to Expect
Step 1: Get a complimentary intro meeting.
We'll guide the discussion, learn about your key questions and concerns, and give you bird’s eye view pointers on how to move forward and how we can help.
Step 2: Cover the basics.
If you decide to enlist us to help, we start with some painless paperwork. This helps us get an idea of the basics—things like your income and monthly budget.
Step 3: What really drives you?
Then we get into the qualitative stuff. This is where we’ll start to zero in on your why. What matters to you? How do you want your future to look? What parts of your life do you most want to grow or protect with your resources?
Step 4: Put pen to paper.
Now that we know you, we’ll work on a first draft of your financial plan (don’t worry, we do the heavy lifting). At this stage, you’ll understand if you’re on track for your goals, and we’ll share insights on opportunities you may have missed.
Step 5: Check in or check out.
As our client, you’ll enjoy ongoing monitoring, check-ins and guidance. We’re a friend you can call. Most of our clients enjoy the confidence they have knowing that we’re working hard behind the scenes on their behalf.
Our Specialties
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You’ll probably only do this once. Our goal is to help you dream, then get you to that dream retirement. Come to us for help with questions like:
How do I pay for retirement?
What accounts do I take from first?
How do I generate income?
Do I have enough financial resources to retire?
Am I going to run out of money?
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Cutting through the noise and working with you on the right investment options is a responsibility we take seriously. We will guide you from not knowing to knowing, and customize your portfolio to:
Your goal timelines
Your comfort with risk
Your personal values
Identify your risk comfort zone with a free risk assessment from our partners at Riskalyze.Identify your risk
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As a small business owner, your financial outcomes are tied to those of your company. But nothing lifts those pressures like strategy and clarity—our advisors can help you evaluate the current financial state of your business and chart the course to its future. Get help with:
Income planning
Employee retention
Exit strategies and timing
Benefit plan design & analysis
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We create tax strategies with you based on your current and future financial picture. We want to help you get the most out of your financial assets that you've worked so hard for.
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Sending kids to college can be daunting and expensive. Working with a professional advisor can help you optimize what you can contribute to tuition. Get advice on which saving and investment plans might suit your situation.
Identify Your Risk Comfort Zone
Understanding your relationship with risk will help empower you as an investor (and empower us to do right by you). One five minute quiz from our partners at Riskalyze will help you define your biggest goals and what kinds of risks you’re willing to take for potential gains.