Personal contact is an important part of Mike's financial planning process.



It's during those vulnerable times when you need people who will watch over you and look after your best interests. Mike Durante and George Waters help women get through difficult transitions in their lives by providing the experienced guidance and caring support to protect their financial security.

They'll help you to create a wealth management plan designed to protect your assets, reduce your taxes, and create lifetime income streams. They can also work with you or your attorney to help structure an equitable divorce settlement to maintain your standard of living.

Fee-only Asset Management
Mike and George structure their asset management around fees, not commissions. It's a simple and easy way for clients to know what they are paying for. It also provides for unbiased recommendations and a healthier environment to plan your future - a place where everyone is committed to a single goal, your financial security.

The Strength to Care
The death of a spouse or the aftermath of a painful divorce can leave you emotionally vulnerable and susceptible to unscrupulous influences. Mike and George will look after your financial welfare in a way that respects your feelings during a difficult time in your life. Give them a call today.