Quick Answer

We understand that maybe you are looking for a quick answer and solution to a financial issue or question. You do not feel you want or need an ongoing financial planning relationship, but you need an answer and need it quickly.  

We can help you address and answer your questions regarding investments, retirement, social security, and other personal financial issues.   A brief phone discussion with Maureen will allow her to determine if your issue is within the scope of our service.  If it is not, we can possibly direct you to the appropriate person or entity.