hero-image

132 Farnsworth Ave
Bordentown, NJ 08505
Phone:
  • 609-291-8363
Fax:
  • 609-291-5580

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

 

Welcome

"If one advances confidently in the direction of his dreams and endeavors to live the life which he has imagined, he will meet with a success unexpected in common hours."  

            Henry David Thoreau

 

 

Are you living the life you imagine?

Tell us about your dreams, retirement plans, life goals and concerns.

There is no greater way to ensure success than being true to who you are and planning your future.

So take charge of your life. Seek out professional advisors you can trust to help you manage the complex retirement, tax, estate and wealth management issues,

As professional advisors we want to help you "live the life you imagine", as well as build and preserve your family wealth for many generations to come.

Most important, we hope you see the value of working with our team of skilled professionals in the pursuit of your financial goals, dreams and legacy.

We look forward to a future working together.

 

David Workman, CPA, PFS Managing Partner

Thomas Xenakis, CFP, Financial Advisor & Partner

John Ditri, CPA, Independent Consultant 

Richard Ciuba, Registered Representative

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck