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Creating a better path towards your financial goals

Whatever changes you’re hoping to make or goals you’re trying to achieve, we’ll provide you with sound advice and professional guidance every step of the way


Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Who we help


Did I save enough money? Will my savings last?

Young families

Are we taking the right steps in planning for our future?


Are my current investments aligned with my financial goals?

Business owners

What are my options for me and my employees?

We are your trusted advisors


Andrew Dooley

Partner, Financial Consultant


Tom Vine, CRPC®

Partner, Financial Consultant

What we do

Risk Analysis and Asset Management

We work with our clients to create and manage investment strategies that complement their financial goals.

Estate planning

Protect your assets and pass along your legacy with tax-conscious strategies.

College Planning

Planning for college can be very difficult.  Contact us to find out the ways we can help the next member of your family become a college graduate.

Financial Check-ups

Our clients are our number one priority, and our services prove just how committed we are to their success. 

Insurance and Annuity Consulting

Have us review your life insurance policies and help you put together a strategy that meets your needs.

401K Plans

Speak with us about your 401k or other company sponsored benefits.

Request an appointment

Set up a free consultation with us and find out how we can help you pursue your financial goals

Thank you for your interest!

Request an appointment

Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advisory services offered through Global Retirement Partners, LLC GRP, a registered investment advisor.  LPL Financial, and GRP are separate non-affiliated entities

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