Welcome 2021



Simply put, 2020 has been the emotional equivalent of riding every rollercoaster at Six Flags… daily.

We are ready to let the Old Year Out and the New Year In.

But not without thanking you, our families, clients, friends, co-workers and business partners who served as inspiration for pushing through the year. Your emotions never got the best of you. Your positivity was contagious. Your optimism allowed us to keep striving to be better. Your challenges allowed us to be more compassionate. Your frustration allowed us to look for opportunities and elevate our value.

TOGETHER, we have never been more ready to plan for the future.

Our team would like to wish you a Healthy and Happy New Year!

Emerald Retirement Planning Updates, January 2020 

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SmartVestor New York, December 2020 

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