Bryan Cogliano and Frank Hanna have created a group that believes in a holistic approach to financial planning: planning is a personal journey that requires high standards for service and ethics, mutual respect, understanding, and trust. Our business is structured in a way that promotes this kind of interaction between us and our clients. Our goal is to help you gain a sense of security by adding value to our clients lives through conscientious stewardship. We understand how important our work is to our clients, and we consider their trust a great privilege. As advisors, we are able to deliver highly customized service that focuses our expertise on each client's unique set of needs, priorities, and objectives.
With a primary focus on comprehensive financial planning, we separate ourselves from our competitors in the areas of estate planning, tax minimization strategies, business succession design and wealth/risk management. As professionals dedicated to helping you build and preserve prosperity, we offer prudent judgement and recommendations based on research, fundamental analysis and years of experience. We stand with our clients every step of the way and ensure that every one of them will be nurtured and supported with vast resources and knowledge that will build trusting relationships for generations to come.
We provide custom estate, business succession and executive benefit presentations simplifying an array of options for your needs.
We function to bring enhanced services to you. All decisions regarding the process are made by you while working with your existing team.
We have created a firm that provides an opportunity to support clients with high standards for service and ethics, a group you can trust.
Personalized Financial Services
Financial services, tailored to you.
When Special Care Is Needed: The Special Needs Trust
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy. Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.