It all starts with a promise Kevin Gianfortune made to his father when he entered the financial services business. He made a commitment to help people first and make money second, and he and his team honor that promise every day.

Our mission is to put you, the client, first at all times and provide you with guidance that can truly make a difference in your financial life. 

We listen well, allowing us to discern aspects of your goals and concerns that may be unspoken but strongly affect the planning process. We welcome ALL your questions and offer honest and open discussions and real numbers to ensure that you understand the reasons behind our recommendations.
As a fiduciary, we hold ourselves to the highest standards of integrity, independence, and professionalism. In addition, we use an advice driven model that assures you of collaborative guidance as you move toward your financial goals. We use a system of “Goal Achievement through Accountability” to measure progress and ensure that recommendations are implemented and monitored appropriately and adjusted as life events occur.

*To the extent that I am providing you with investment advisory services, including either financial planning services or ongoing investment advice as part of an LFA investment advisory program (i.e., fee-based managed account) pursuant to a written agreement and related disclosures that describes this investment advisory relationship, I am acting in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.