Create a plan designed to enhance your financial future with a Two Hour Wealth Management & Tax Integration Consultation from not only one of *Barron's 2009 Top 100 Independent Financial Advisors in the country...but also a proud St. Anselm's Abbey Dad of a post-08 graduate and two present Abbey boys!  Financial consultation includes a topical review of College, Estate & Income Tax Planning, Portfolio Management, Asset Preservation & Risk Management techniques and strategies.