Our team of financial professionals can help you address:
- Investing principles and strategies *
- Comprehensive income tax planning
- Management Consulting
- Retirement investing and distribution strategies *
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough? *
- What’s the best approach for college savings? *
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Joseph R Aliciene Sr. PA
Founder
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.