Building A Financial Plan
By: Andrea Costa & Keith Prince
Andrea Costa sits down with Keith Prince to discuss the importance of building a financial plan.
Insights
Stay Informed. Stay Ahead.
Expand your financial knowledge with the latest insights on investing, private wealth, retirement, insurance, and business.
Why Most Estate Plans Fail—and How Legacy Planning Keeps Families Together
The Overlooked Shift in Wealthy FamiliesMore than 80% of wealthy families today are first…
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The Fed's Big Decision
After nine months of stale policy and murky economic reports, the Federal Reserve has resumed its rate cutting cycle.
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Summer 2025 Investor Letter
The long-forecasted recession predicted in recent years has not materialized and the resiliency of…
Read More →The People Behind Your Plan
A team of specialized experts who guide you each step of the way.
“I love helping families navigate complexity, solve challenges together, and build a shared vision for the future.”
Andrea D. Costa, Esq.
Vice President, Wealth Strategy & Financial Planning
“I absolutely love the trust we earn through the expertise and support of our team, guiding leaders to make well-informed strategic decisions.”
Michael D. Napier
Managing Partner, Wealth Advisor, Registered Principal
“Helping my clients navigate the complex financial world we live in and protecting their lifestyles is very personally rewarding.”
Mark A. Bennett
Principal & Portfolio Manager
“Seeing the 'a-ha' moment in clients’ eyes as the years of planning have turned into the realization that they can live and prosper with spouses, family, and friends in the retirement they had hoped for and planned is beyond words.”
David Lohre, AIF®
Vice President, Wealth Advisor, Registered Representative
“I love creating tailored financial plans for clients, as it supports their goals and provides clarity for their future. It’s fulfilling to see clients gain confidence through a well-structured financial roadmap.”
Keith E. Prince, CFP®
Director of Financial Planning
“I find it incredibly rewarding to take the complexity of retirement plans off our clients’ shoulders so they can focus on growing their business, while helping their employee build a more secure future.”
Kelsey Contadino, CPFA™
Retirement Plan Advisor, Client Relationship Management
