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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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When the Headlines Keep Changing, Your Strategy Shouldn’t

Apr 7, 2026

Categories

Investments

Finance

Risk Management

It rarely starts calmly. A headline breaks. Markets react. Another update follows—then another. Before long, the story...

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A More Flexible Way to Think About Retirement

Mar 7, 2026

Categories

Retirement

Finance

Lifestyle

Risk Management

Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty...

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Tax Planning vs. Tax Preparation: They're Not the Same Thing

Feb 7, 2026

Categories

Tax Planning

Retirement

Finance

Many people think about taxes once a year — when April rolls around and it's time to file. By then, the year is already...

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