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Philosophy

A Dedicated Team Working For You

A 19 year old premier fee-based, comprehensive financial services firm with prodigious experience in wealth accumulation, asset protection, risk management, business continuity, and wealth transfer strategies. Anita Grossman and her team provide successful families, who have accumulated significant wealth, with retirement, estate, investment, and business succession planning, as well as related estate tax reduction and insurance strategies.

We believe long-term relationships are more important than short-term gains and will never sacrifice the former for the latter. We have conviction in what we do, the courage to get our clients to take action, and competency based on continuing education and training. By bringing national resources together, we provide customized results that benefit each client. Our thorough and detailed communication builds understanding and trust. We adhere to Lincoln's philosophy of Serve First, Last and Always(SM). 

We are registered representatives of Lincoln Financial Advisors Corp., a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation, a prominent financial services company dedicated to helping clients build, preserve and protect wealth. This affiliation provides depth, stability and significant resources to our clients.

If this is the kind of partnership that makes sense to you, give us the opportunity to personally discuss the benefits of our work with you. We are confident you'll be glad you did!