01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

Our Team

Founder, President

Paul Spero, CFP® 

Founder, President

Paul Spero is a CERTIFIED FINANCIAL PLANNER TM professional with...

Accounting & Tax Specialist

Rebecca Bain

Accounting & Tax Specialist

Becky joined the company in 1991. She holds a BS in...

Registered Principal/OSJ, Financial Advisor

Ben Loder

Financial Advisor, Registered Principal

Ben joined our office in 2019 as a Financial Advisor...

Director of First Impressions

 

 

Laurie Lucio

Director of First Impressions

Laurie joined our office in 2019 after spending 30...

Financial Assistant

Kathy Milazzo

Financial Assistant

Kathy joined our team in 2019, spending her entire career in the...

Payroll Specialist

Karen Bisha

Payroll Specialist

Karen has an associates degree in accounting. Karen has been with...

Our Philosophy Is Simple, We Handle Your Retirement, Investments, And Taxes As If You Were A Member Of Our Family.

Blogs

If you’re approaching retirement age, you may be considering a move to a more retirement-friendly state, particularly if your current state of residence imposes numerous taxes on social security, pensions, and other retirement income. While making the decision to relocate is not something that can be done lightly, there are a variety of options available nationwide that may allow you to retain more of your retirement income. Of course, taxes alone are not the only...
Television today is bombarded with a variety of real estate programs. House hunting, home renovation, home flipping, these programs have stimulated the interest of many individuals to start investing in real estate for themselves. While many first-time investors lean towards purchasing single-family homes, others may not want to become landlords overnight. If you’re looking to invest in real estate but have no desire to screen applicants, handle leaky faucets or broken appliances, or any other...
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Categories
The Trump administration’s new tax reform bill was signed into law in December of 2017, representing the first major tax change in over 30 years. The changes are significant and are likely to affect nearly everyone in some measure; some positively, while others may find themselves with a higher tax bill in 2018. All of the changes represented in the new tax bill will be in effect through 2025. The first major change was the...