Team We believe our teamwork approach adds a broader perspective to all we do and provides value to our clients.We can help you address:Creating a comprehensive Financial PlanInvesting principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk managementWe also can answer your questions, including:Can I afford to retire and maintain my standard of living? Are my investments working hard enough?What’s the best approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?We have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual needs and goals. Kathi M. Diorio, CFP®, CWS® Registered Representative (201) 642-4012 (201) 642-4011 email@example.com Professional Qualifications Certified Financial Planner™ Professional, Certified Wealth Strategist™, BS, Financial Management, Clemson University 1985 Specialty Services Financial Counseling Retirement Planning... Read more Noelle M. Smith Registered Representative (201) 642-4010 (201) 642-4011 firstname.lastname@example.org Specialty Services Financial Counseling Retirement Planning Investments Access to Professional Portfolio Management through Legend Advisory Corporation Insurance Services Life & Long Term Care Insurance Annuities State Retirement Plans... Read more Have a Question? Name Email Question Thank you! Oops!