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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 Financial
  • Investment Portfolio Analysis - ongoing monitoring and reporting that identifies needed  adjustments
  • Insurance Planning - to manage your family's needs for now and for the future
  • Retirement Planning - determining both accumulation and distribution goals, and how to pursue them
  • Life Transition Planning - emphasizing the needs of women going through divorce or becoming widows

You 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.