After 30 years as a CPA I wanted to be more passionately proactive in the financial lives of people and thus became a Financial Advisor. Now I can take all those years of ticking, flicking & analyzing and put it to use for you. I will operate in your “Best Interest” at all times!
What we do
Financial “Life” Planning through Tax, Retirement, Investment & Risk management. Business Planning through Succession, Fringe Benefits, Retirement Plans, Risk & Tax management.
Where we do it
Virtual meetings are the best way to connect; no travel involved! Go to the company website and schedule a date and time, easy.
|Ken Gibbons <firstname.lastname@example.org>|
South Brunswick, New Jersey