The Family Firm

The Family Firm helps you transition to living on--and ensuring that you won't outlive--your assets. We continuously coordinate financial planning and investment activities, developing and implementing a customized investment strategy that reflects your unique circumstances.   Our primary concern is your financial security.  We work with professionals --physicians, lawyers, and executives -- as well as with widows, business owners, and those in alternative lifestyles.

We successfully deliver our services nationwide via a secure virtual environment.