Planning for the peaks and valleys of life.
We are a purpose-driven company advancing your financial health so you can boldly pursue your purpose. It’s our mission to drive financial outcomes in your life not just investment returns. We enable you to put all of your energy towards something greater than money.
Our Clients Include:
Individuals & Families
Young, Savvy Savers
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Meet Our President
David Fehrity once said, “It’s how you deal with failure that determines how you achieve success.” Playing Division I golf in college was an experience that helped me in my work and personal life. As in life, it takes time, dedication and hard work to be the best one can be. Two decades have passed and I’m heading up a company to continue the family tradition of serving our community with honesty, integrity, and compassion through comprehensive financial planning. It is my pleasure to serve you. Let our family help you and your family.
Kyle Lukaszewicz, ChFC®
"Everyone wants to live on top of the mountain, but all the happiness and growth occurs while you're climbing it."
- Andy Rooney
Schedule a Complimentary Consultation
Please fill out the form below and we will be happy to schedule an introductory consultation to discuss your goals.
If you have any questions please call us directly at (516) 586-6227. Thank you!