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  • "I love getting to know our clients & plan social & educational client events so they can get to know one another too! Hope to meet you soon"

    ​Sheri Martellucci Administrative Assistant | Client Reception
  • "We help clients plan, prepare and work towards enjoying their retirement by doing the heavy lifting for them."

    David S. Bahnick, CLU®, ChFC®, RICP® Wealth Advisor & Co-Founder
  • "We respect your time & always strive to connect you with a live person when you contact us with a client service need"

    Leanne Dimler Executive Assistant
  • "Success is not defined by beating markets, but rather by meeting goals"

    ​Jonathan Carpenter, CFP®, RICP® Wealth Advisor
  • "There are no “always” or “nevers” in successful retirement planning. Each decision is personal to you."

    Ann S. Brinckman, CFP®, RICP® Wealth Advisor
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