Financial and investment planning can be complicated. Our clients are families and business owners who want a knowledgeable partner who listens and takes their concerns seriously.
For those learning how to manage Sudden Wealth resulting from inheritance, divorce, the sale of a business, personal injury awards, or other legal settlements, we have the knowledge to help you find solutions and construct a wealth plan for the rest of your life.
We help offer Allstate products and solutions that may fit the insurance and financial needs of both baby boomers and younger customers.
I have over 10 years of previous financial services experience and can help inform business owners (and family owned businesses) on topics of key employee retention; tax considerations for personal programs for the owners and families; various types of retirement programs; and helping employees review their financial goals.
Our mission is to be a financial point of light for our friends, neighbors and community. We do this by providing financial products and services to help them pursue their financial goals.
We provide a comprehensive review of their financial situation and match it with their goals and objectives, as well as their tolerance for risk. We also alert them to any other issues that might need to be addressed by another professional such as an attorney or accountant.
The team of Peter Hecht, CFP®, RIS, Steve Ries, CFP®, CEBS, and John Conners, AWMA®, manage a planning driven, concierge sized practice with a formal investment process. Their service model assures clients of regularly scheduled contact and rapid response to any client concerns. As part of their practice, they guide multi-generational planning and education of subsequent generations when appropriate
Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.
Our mission is simple: to provide innovative and practical financial programs for our valued clients.