Retirement Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer.
What is Your Financial Freedom?
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
What is Your Financial Freedom?
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
What is Your Financial Freedom?
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
What is Your Financial Freedom?
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
How We Help
Charles Schwab Banking
As a member of the Charles Schwab Alliance, our little shop custodies and clears all funds through Charles Schwab Bank. This allows us to offer our clients the very best in account management, brokerage services, and the latest and most secure mobile banking technology, as well as no ATM fees, ever!
Asset Allocation Planning
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performanc
Our Team
Gina Seroda Giannou
President and CEO
State Registered Investment Advisor
Gina Seroda Giannou began working in financial portfolio management at Morgan Stanley Retail Brokerage while pursuing her Bachelor of Business Administration in Finance in 2004.
Blog
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
A lot of people are under the impression that tax planning is only for high-wealth individuals. However, like financial planning, just about everyone can benefit from some level of tax planning, whether that means becoming better acquainted with the various tax savings options available, or making proactive decisions based on your current financial situation.
