Broker Check

Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Advisory

ETF

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

IMS Programs

Direct Indexing

Alternative Investments


Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans


Insurance

Life Insurance 

Annuity

Taxes

We also offer tax planning and preparation services through The Cona Group.

The Cona Group

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

fabian.smith@theconagroup.com |  708-572-0250