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Alan Jay Levine CFP®, RFC®, CRC®, AIF®, CPFA®

President
Founding Partner

Baba Oluyemi

Director

Lorie Rios heashot

Lorie Rios

LPL Investment Advisor Representative

Robert Shapiro

Financial Consultant

Joseph Moriarty

Financial Advisor

Kimani Andrews

Junior Representative

Monitor your accounts.

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Permission to Spend in Retirement: A Skill Rarely Taught

Sep 7, 2026

Categories

Retirement

Lifestyle

Finance

Savings

Family

For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do...

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What to Do With Your Next Dollar: A Financial Order of Operations

Aug 7, 2026

Categories

Finance

Savings

Investments

Retirement

Risk Management

What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay...

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How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)

Jul 7, 2026

Categories

Retirement

Lifestyle

Finance

Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely. For much of...

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