We understand planning for life’s what-if scenarios is difficult, so we do everything in our power to make it easy. Choose a date and time convenient for you to have a FREE strategy session with our planning team.
Click Below. We help you do the rest!
“Valerie was a kind, reassuring and stable guide…” - V. Wolf
“She is not only very intelligent, but also very compassionate.”- S. Licata
“We are not well versed in legal terms and Valerie … explained it to us in a way we could understand.” - G. Cardena
“She made it clear that if there are any concerns or future issues, she will be there for us.” - J. Harter, JR.
Committed to helping individual and family clients in our local communities.
17 River Street, Ste 3, Warwick, New York 10990
Fax: 845.808.9383