There is a good chance you are visiting our website because you have suddenly received a financial windfall or realize you need help securing your present wealth. An inheritance, death of a spouse, divorce, insurance settlement, retirement, sale of a business, a stock option windfall are all reasons to plan carefully.
Please feel free to explore our website using the links above and to the left, and don't hesitate to contact us should you have any questions. We're more than happy to help!
Alan B. Ungar CFP® MBA
CERTIFIED FINANCIAL PLANNER™
GRIEF RECOVERY SPECIALIST