Our Firm
Founded in 1988
We Don’t Reinvent The Wheel, We Just Look At It Differently
Whether it’s executing a flawless business succession strategy, or meticulously analyzing future tax implications of decisions you make today, a fresh perspective can help you to leverage familiar tools in ways you have yet to think of.
Whether it’s executing a flawless business succession strategy, or meticulously analyzing future tax implications of decisions you make today, a fresh perspective can help you to leverage familiar tools in ways you have yet to think of.
OFG Princeton Center
Our Vision is to Help You Write Your Success Story
Relationships Are The Fuel That Drives all Planning
You can work with a financial advisor and plan for your financial future ad nauseam, but if you don’t feel heard and understood, then you won’t have enough gas in the tank to keep you moving toward your destination. You will lack the confidence and conviction to take ownership of the plan we set forth.
For this reason, we never tell you what to do. Instead, we want to forge a long-term, collaborative relationship with you that is predicated on open communication flowing both directions. We share ideas, knowledge, and feedback freely and work together seamlessly to harness the most success for your plan. Building a longstanding bond of trust with you is part of our core values and helps us to sustain our relationships over the long haul.
Our Associates
It’s About How Expertly You Navigate The Road, Not The Destination
( Balzac)