Services We believe today’s economic and investment climate offers unprecedented opportunities. To take advantage of them, requires the flexibility and expertise of a team approach. We partner with leading outside investment strategists, attorneys and Certified Public Accountants* to build a program tailored to your needs and goals.Our firm stands ready to serve you by developing realistic goals and timeframes, creating a strategy for implementing a sound financial approach, and making necessary adjustments along the way. We focus on developing enduring, long-term relationships with people we have come to know and care about: the clients who have placed their trust in our expertise and dedication. Our website is packed full of information, concepts, and tools designed to give you a better understanding of the world of personal finance - financial planning, investing, risk management through life insurance, long term care insurance and disability insurance, and estate planning. We provide access to:Managed Asset Portfolios - institutional style, fee-based portfolio management through LPL FinancialInvestment Portfolio Analysis - ongoing monitoring and reporting that identifies needed adjustmentsInsurance Planning - to manage your family's needs for now and for the futureRetirement Planning - determining both accumulation and distribution goals, and how to pursue themLife Transition Planning - emphasizing the needs of women going through divorce or becoming widowsYou are invited to view the resource materials and tools on our website. If something prompts a question, just send us an email or call our office. We would enjoy speaking with you.*Tax and legal services are not offered by LPL Financial or Ora Citron.