We create strategies that are tailored to your needs and goals using financial planning with our Complete Confidence Retirement Plan process.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
We want to fully understand your personal situation, dreams, goals, and your tolerance for risk. Long term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. To learn more about our process, please click the link below.
John Cortale is a Senior Vice President and Wealth Advisor at LPL Financial and Managing Director of The Cortale Group. For over 18 years, he has been providing comprehensive investment solutions and personally tailored advice to families and individuals. John is passionate...
Are your objectives aligned with your current financial plan?
Are your current investments performing to help you meet those objectives?
Do you have a solid relationship with your advisor? One built on trust and integrity?
We'll look at the facts - Your current portfolio and how its performing.
Determine your goals and objectives to help build your Complete Confidence Retirement Plan.
We'll deliver our opinion and ensure that your financial plan is aligned with your long-term objectives.