Meet Your Financial Team
As fee-only financial planners, we take our fiduciary responsibility very seriously. Our advisors are highly credentialed and include Certified Financial Planners (CFP®), Certified Public Accountants (CPA), Personal Financial Specialists (PFS), and Chartered Advisors in Philanthropy (CAP®). They bring decades of experience to the table and a passion for helping clients meet and exceed their personal and financial goals.
Let us help you become and remain financially independent. Our loyalty is always to you – our client.
Focused on Your Future
Whether you need to update your financial plan, or have never created a plan, you are in the right place.
Our team consists of Certified Financial Planners, Certified Public Accountants, and Personal Financial Specialists; all of whom are passionate about helping clients meet their personal and financial goals. We look forward to meeting you.
Learn More About Our Services
The financial plans we develop are comprehensive and designed to help you achieve and maintain financial independence. The plan is driven by your needs and goals.
Request a discovery call today. Share your priorities and concerns with us. We welcome the opportunity to explain our approach. You will clearly see how our fee-only financial planning process can help you achieve your short- and long-term goals.
Recent Insights From Our Advisors
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2025 IRA Contribution Deadline: There’s Still Time to Fund Your IRA
You may still be able to fund a 2025 IRA. Learn the deadlines, contribution rules, and planning considerations.
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A New Tax Election Could Put $1,000 in Your Child’s Name
If you welcomed a child in 2025, a new tax election may allow you to secure a $1,000 federal seed contribution in you...
Howard Hook Speaks at Temple Emeth’s 2025 “Life Hacks” Series on Investing in Independence
Howard Hook recently spoke at Temple Emeth in Teaneck as part of the 2025 Life Hacks lecture series, sharing practica...
When Two Incomes Become One: The Hidden Costs of Losing a Spouse
Losing a spouse is emotionally devastating and financially complicated. When two incomes become one, Social Security ...
Start 2026 Strong: IRA Deadlines You Can’t Afford to Miss
The first half of the year isn’t just about filing last year’s tax return. From IRA contributions and QCDs to Rot...
Seven Small Updates That Could Make a Big Difference
Each year brings small but meaningful changes that can impact how we save, spend, travel, and plan for retirement. He...
Congratulations to Our 2026 Five Star Wealth Manager Award Winners
We are pleased to announce that Darren Zagarola, Howard Hook, and Howard Milove have won the 2026 Five Star Wealth Ma...
Happening Now: Medicare Advantage Open Enrollment
Medicare Advantage Open Enrollment runs Jan 1–Mar 31. Our latest Medicare article outlines how to ensure your cover...
Celebrate Financial Wellness Month with Practical Strategies for Success
January is Financial Wellness Month, and the perfect moment to reflect on your financial goals and plan with purpose....
Phone
Fax
(609) 921-2681
Address
601 Ewing Street, Suite A-7
Princeton, NJ 08540