FINANCIAL PLANNING
A comprehensive plan that meets your individual needs and lifestyle.
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TRANSITIONING TO RETIREMENT
Assistance in the important financial decisions during life’s next chapter.
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WEALTH MANAGEMENT
Implementing a tax-efficient investment strategy that reflects your goals while minimizing risk.
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YOUR LIFE . YOUR GOALS . YOUR PARTNER
You want comfort, peace and security in your retirement. You need a comprehensive financial strategy that is aligned with your lifestyle goals. We can help get you there.
MEET MARY
Mary Van Nostrand, a Certified Financial Planner®, is your Trusted Partner. As an independent, fee-only registered investment advisor, she provides a comprehensive, personalized wealth management process by putting her clients first. She receives no commissions and does not sell any products.
LET’S HAVE A CONVERSATION
You are invited to set up a free, no-obligation introduction with Mary.
858.254.2511
