• KAPPY GROSS, CFP®, CLU®, CHFC®, AIF®

    People work with us because they trust us to clearly communicate simple solutions to complex problems.

    What this means is that we focus on what matters most to you and your family and build a customized solution to help solve your greatest challenges and take advantage of your greatest opportunities.

    The benefit is that you can have peace of mind knowing you have a financial partner with your best interests in mind and the skills to provide quality solutions.

    Our investment and protection products are offered through 1752 Financial, an independent firm affiliated with John Hancock Financial Network. Our individual and group health benefits are offered through Turning Point Benefits, an independent benefits agency specializing in medical insurance for individuals and small businesses. Thank you for your continued support over the past 25 years.

    The Path to Higher Education Video

    Economic Outlook for Quarter 1 (short version)

    Economic Outlook for Quarter 1 (long version)