Choosing Your Path at Life's Crossroads

Are you tired of feeling powerless when it comes to your family's or business's financial future?  

We understand the importance of proactive financial planning to accomplish your dreams and provide you with clarity and organization in a world of chaos. Our story began with a personal experience that reshaped our lives, and now, we're here to help you do the same. 

Ready to reclaim control?

Let's navigate your financial journey together. 

Our Team

Team Photo

Resilience in the Face of Adversity

Meet our Founder

Raised by three generations of self-made business owners, James's family, deeply rooted in the restaurant and catering businesses, faced uncontrollable crossroads. Super Storm Sandy submerged their Coney Island restaurant under 10 feet of water, requiring a complete rebuild. Devastated and out of operation for months, the financial burden seemed insurmountable. He knew there had to be a better way to protect his family and provide a path to avoid feeling powerless over finances. Our journey began here, and it's a journey that has led us to help countless other families and businesses find financial security and peace of mind. 

 

Building a Team, Crafting Your Future 

Choosing resilience over defeat, James built a dedicated team inspired by the values instilled in him by his family—hard work, dedication, and the pursuit of financial empowerment. With a shared commitment to guiding others through life's financial challenges, our team is here to infuse your journey with expertise, support, and the tools needed to seize control of your financial destiny. 

 

“Success is not final, failure is not fatal, it is the courage to continue that counts.” 

Winston Churchill 

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Investment Planning & Strategies

Estate Planning

Business Employee & Executive Benefits Planning