Financial Planning

Ensuring the reliability of your financial picture

Managing Your Wealth

It just makes sense, doesn’t it? Having a sound financial plan intact not only helps you prepare for your own future and financial stability; it could also impact the lives of your children and future generations. A properly structured plan also enables you to face any financial challenges that may arise throughout all stages of life.

With assistance from Leone, McDonnell & Roberts, Professional Association, and through our partnership with Integrated Financial Partners, Inc., we can help you develop customized strategies to achieve your long-term goals, strengthen your financial security and maintain your quality of life. We’ll also help answer the countless questions related to the inevitable life events you will encounter. Sound like a plan?

Our specialized services include:

  • Cash flow planning
  • College funding
  • Business Continuity
  • Income preservation
  • Estate planning
  • Retirement planning
  • Financial planning for special needs individuals
  • Tax planning
  • Wealth accumulation

Contact our Financial Planning Team:


David Verno
Vice President/Partner


Joseph Quinn

Have a Question or Concern?

Send us a note. We're here to help. One of our tax professionals will contact you promptly or at a time you specify.

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