Investment services, retirement consultation, portfolio strategies, insurance, estate considerations
Estate & Legacy Strategies | Intergenerational Planning | Charitable Giving | Wealth Strategies | Retirement Income Strategies
Empowering Women & Couples to Plan & Invest with Financial Confidence
As a Fee-Only Fiduciary, Lisa and Mark Bova share over 40 years of combined experience. Their goal is your peace of mind. "We help you to create an environment where you and your family can more easily achieve a financially sustainable and healthful lifestyle."