Get a check on our finances to prepare for your future with a financial planning session with an independent wealth and investment management firm.

During your appointment, we will take a comprehensive overview of your financial situation: Review current financial situation and insurance analysis & develop a customized financial plan that fits your needs.You will receive your own customized financial plan upon completion of the meeting.

We are a new generation of financial advisors with a mission that is defined by three core principles: Fiduciary, Independence and Personalized advice. Your advisor, Nick Licouris, specializes in retirement planning, divorce planning, college planning, maximizing stock options and managing inheritances/trusts for clients.