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Our Process

Our Process

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Your Wealth, Your Plan.

Your Wealth, Your Plan.

As a team of CERTIFIED FINANCIAL PLANNERTM professionals, we act as your personal financial architects, designing strategies that align with your goals and helping you navigate life's uncertainties.

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A

A

Authenticity

We foster honest and transparent connections with our clients because we’re experiencing the same challenges. We know what it’s like raising a family while saving for retirement in today’s busy and complex world.

P

P

Planning

We specialize in comprehensive financial planning. We craft customized strategies that align with your aspirations, helping you navigate a financial journey with clarity and confidence.

E

E

Educate

Client education is a major priority for us. Through our financial planning process, our clients will have access to unbiased information, product education, and our combined 30 years of financial planning experience. Our clients will have the clarity and confidence needed to make important financial decisions.

X

X

Excellence

With a commitment to excellence, we strive to deliver exceptional service and results. Our team goes the extra mile to help you achieve your financial goals and secure a solid financial future.

Give Your Goals Direction and Let Realities Take Shape

Give Your Goals Direction and Let Realities Take Shape

To achieve your financial goals, you must be strategic in your plan and patient in the execution. Whether you’re saving for a home, a college education, or investing for retirement, having a trusted financial planner can guide you to make solid decisions that turn your life goals into reality.


Personalized financial planning is integral to everything we do for each client’s unique situation. Using innovative digital tools paired with a hands-on people-first approach, we make your money work harder and smarter for you.

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Our Services

Our Services

We offer comprehensive financial planning, addressing your retirement needs, investment strategies, cash flow, and estate planning. We can help you build a personalized strategy to put you in the best position to achieve your goals.

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Our Process

Our Process

We follow a disciplined process to help you identify your goals then assess your current situation, and implement strategies that can put you in the best position to achieve them. Our comprehensive process ensures that your financial decisions align with your objectives, and adapt to changing circumstances for a secure future.

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Who We Serve

Individuals & Families

Individuals & Families

We can help you understand and plan for all aspects of your financial life. From budgeting and tax minimization strategies, to investing and saving for your future goals.


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Career <br/>Transitions

Career
Transitions

Our team specializes in working with families and individuals who are going through a career and financial transition, and are seeking guidance. We can help you to understand your employer benefits, retirement plans, and overall financial planning.


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Business<br/> Owners

Business
Owners

We can help your business foster stability and prosperity with strategic planning. From cash flow and growth strategies to risk management and succession planning, we are here to help you create a legacy.

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Vincent Colon

Vincent Colon, CFP®, CRPC®, AAMS®

CERTIFIED FINANCIAL PLANNER™ professional | Wealth Management Advisor

Lauren Feigelman

Lauren Feigelman, CFP®, CRPC®, ChFC®

CERTIFIED FINANCIAL PLANNER™ professional | Wealth Management Advisor

Tim Rickard

Tim Rickard, CFP®

Wealth Management Advisor

The Power of a CFP®

Our team of partners are all CERTIFIED FINANCIAL PLANNERTM professionals, a certification for advisors who have completed extensive training in each area of financial planning and are held to rigorous fiduciary, ethical and educational standards.

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Resources

We want our clients to be financially savvy. Browse our library to start your path to financial education.

Split Annuity Strategy

Split Annuity Strategy

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Inventorying Your Possessions

Inventorying Your Possessions

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Countering Counterfeit Currency

Countering Counterfeit Currency

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The Cost of Procrastination

The Cost of Procrastination

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Retirement Is a Beginning

Retirement Is a Beginning

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Saving for Retirement

Saving for Retirement

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