Bruce H. Sham, CLF

Who can I call when I need financial advice?
What should I do with my old 401(k) from my previous employer?
What do I need to do when a family member passes away?
How can I plan for a child or family member with special needs?

These are all questions, issues and concerns that we help our clients answer on a daily basis.... We are here to help you through the many changes, triumphs, and hurdles you will face during your relationship with us. Our clients are special to us, and we believe they deserve special care.

If you care for a person with a disability or other special needs, it's important that you look beyond their medical care attention and the help you provide on a day-to-day basis. How you prepare for their financial well being will make a tremendous difference in your lifestyle now and when you are no longer caring for your loved one.

We hope that this website will be a useful tool for you, whether you have been with us for years, are using our services for the first time, or if you have not decided what the next step in your financial planning will be!