Dr. James L. Flanagan, President
We provide comprehensive wealth management services to people at or near retirement.
We do so in a simple, straightforward and transparent fashion.
We build all of our relationships on mutual trust and respect.
We always maintain the highest standards of professionalism and integrity.
Purpose Driven Planning
Every business and family is unique, and there is no single solution to proper wealth management. We invest time in our client relationships. We meet face-to-face and listen carefully to your needs, challenges and goals.
Our clients appreciate the fact that we ask creative, meaningful questions and craft customized plans to address what is important to them. We are bound by our fiduciary duties and the Bentron code of ethics to provide comprehensive independent advice.