Holistic Financial Planning utilizes our training in several areas of expertise which includes customized strategies that leverage your significant assets.
Investment Management includes building and maintaining a strategic investment portfolio using a combination of ”core” investments for long-term growth.
Retirement Planning leverages our training as Chartered Retirement Planning Counselor™, CRPC™ professionals and includes strategies specifically aimed at supporting.
Divorce Planning helps take the emotion out of the financial decision-making process for individuals and couples.
Estate Planning & Gifting includes strategies to provide for your loved ones after your death, transfer your assets in the most tax efficient manner.
Real Estate Advice leverages our knowledge and experience (Wendy Ciehanski holds a real estate license)
