Who We Are

At Investment & Insurance Planning Services, our approach to financial planning and investment management focuses on the intersection of what’s important to you and what we can control. Our priority is to provide you with great service and advice consistent with your individual financial goals so you can focus on the things that matter most to you.

What We Do

We help people find clarity in their financial lives so they can feel more confident and free to do the things they’re passionate about. We believe you should enjoy your wealth, health, and time by doing the things that inspire you. We will strive to help you find sound financial strategies that enable you to pursue and protect what's most important.

Why Trust Us

Our team has over 40 years of combined experience in financial planning and services. We utilize our skills in retirement, investment, estate and insurance planning to help you solve the financial complexities of making a life change or adjusting to new circumstances. The initial consult is always free so that we may determine if your needs and our practice are well-matched.

Who We Serve

People who consult our practice include small business owners, those who are nearing retirement, in a career transition, or people who simply want to be more proactive with their time and investments. Our clients come from a variety of backgrounds, including a number of current and former L3 Harris Corp employees, other defense contracting engineers and JetBlue pilots. Our commitment is to provide you with great service and advice that’s consistent with your individual financial goals.