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Who We Are

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


Financial Planning for Small Businesses

In this insightful interview, Marty Higgins, a seasoned financial advisor, shares invaluable financial planning advice tailored specifically for small business owners and entrepreneurs.

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Divorce Financial Planning

In this insightful video, Michael Einhorn, a Certified Divorce Financial Analyst joins Ed Winslow to discuss key financial considerations during and after a divorce.

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Navigating Your Financial Future

Navigating Your Financial Future (For ages 50s and 60s). Join Marty Higgins as he discusses the essentials of retirement planning and financial security. 

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Strategic Financial Planning 

 For Ages 35–50: Expert Insights. Marty  Higgins covers the essentials of asset mapping, risk management, and insurance, offering key insights for families at the peak of their earning potential

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Divorce Financial Planning

In this insightful video, Michael Einhorn, a Certified Divorce Financial Analyst joins Ed Winslow to discuss key financial considerations during and after a divorce.

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Breast Cancer Awareness Month

Senior Partner, Michael Einhorn discusses Breast Cancer Awareness Month and the value of having a Cancer Insurance Policy.

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