Planning as unique as the life you lead.

O'Neil Estabrook Team image

We understand that your concerns for the future are different from those of anybody else – they may seem the same, but they are unique to your particular situation.

For instance, when a retiree asks: “Will I have enough to live on?” It’s a far different question than when asked by the person facing retirement 20 years down the road. So whether you’re wondering what to do with your pension plan, how to invest funds for your IRA or how to manage your risks with the right insurance plan, the answers you require are different from anybody else asking these same questions.

That’s why we take a personal, hands-on approach to financial planning. We devote the time necessary to understand the unique needs and goals of you and your family, then work relentlessly, applying our expertise and experience to every step in creating a custom-tailored financial plan that’s appropriate for you – no matter your situation.

The Client Bill of Rights

Mission Statement

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.