About Our Firm
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The driving principles that our founder, Michael S. Jelormine, CPA/PFS, has engrained in our firm’s culture are to understand not only the goals and objectives of our clients, but to also determine the best available solutions for them. Our firm utilizes a variety of products and services to help us meet the unique circumstances that are presented to us on a daily basis. We believe that all too often people receive advice that may sound like the right choice when looked at independently, but may have unintended consequences on a different aspect of their financial life; this is a critical difference in our approach to financial planning. Our focus transcends any one component of a client’s finances, and rather looks at the intertwined nature of the many areas that comprise financial planning. Whether that means considering the tax implications on what type of investments should be used or how the ownership of life insurance might affect estate taxes, it is vital to have a financial relationship with a firm that has the knowledge and expertise to understand the complexities that arise and, more importantly, understand how the individual pieces affect the big picture. In addition to providing a solid foundation on which to build a strong financial base, we are also committed to providing honest and objective advice when working with our clients to achieve their financial goals.
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