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Financial Strategies

Effective strategies for every stage of life.

Investment Advice

Smart financial advice for the discerning investor.

Estate Planning

Preserve a legacy that will last.

Meet Our Team

Cynthia Gammon

Cynthia Gammon, CFP®, CSRIC®

Partner I LPL Financial Planner

Sanjay Das

Sanjay Das CFP®, CSRIC®

Partner | LPL Financial Planner

Lonna Kassner

Lonna Kassner

Office Manager

Our Four-Step Process

Every action we take is based on our data-driven, 4-step process.

DISCOVERY


Establish our relationship foundation by learning about you, your goals, and your values.

STRATEGY


Develop a custom financial plan based on your unique needs.

IMPLEMENTATION


Putting your custom financial strategy into motion.

MONITORING & ADJUSTING


Regular monitoring of your financial situation and goals, and being ready to adjust the strategy when necessary.

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Ready to get started? We are ready to help.

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Sustainable Investing

Sustainable investing is an investment discipline that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact. ESG Analysis Enables us to Gain Insights into a Company's:

Environmental Focus

Climate Impact

Carbon Footprint

Water Use/Conservation

Pollution/Toxics

Sustainable Natural Resources/Agriculture

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Social Issues

Workplace Safety

Human Rights

Workplace Benefits

Labor Relations

Diversity and Anti-Bias Issues

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Governance Practices

Anti-Corruption Policies

Executive Compensation

Board Diversity 

Board Independence

Corporate Political Contributions

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Our History

Our History

Our investment services firm was started in the early 1980’s by our founding partner.  Teaching classes and providing financial literacy were the cornerstone of the firm, and this carries over today.

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
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Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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