financial planning

Latest Posts in financial planning

Managing Wealth with his Heart – Jonathan Gassman

Jonathan Gassman has taken his knowledge as a CPA and combined it with his experience as a certified financial planner CFP® to provide a heightened level of service to his clients. He is known among his colleagues as an exceptional financial strategist who provides consistent, long-term value to his clients.  


Jeanne Brutman Bakes Cookies by the Numbers

Jeanne’s  focus is the whole picture, not just about investments and insurance, but includes real estate, estate planning, and sometimes family planning. 


The Advisor to Advisors: Michael Fliegelman

Michael got into the business primarily because of his entrepreneurial nature, but he also recalls how his parents had worked hard their entire lives to have a substantial nest egg only to see much of their fortune eroded due to the expense of long-term care while living in an assisted living facility.