Skip to content
Who We Serve
Retirement just around the corner?
Let us help you prepare for your next journey.
Learn More
Heading into your peak earning years?
We can help get your financial affairs in order.
Learn More
Retirement Planning
Investment Management
Tax Planning
Estate Planning
Insurance Consulting
Charitable Giving
College Planning
Retirement Planning
Investment Planning
Tax Planning
Pre-Retirement
Young Professionals
Your Team
About Us
Our Approach
Fee-Only Financial Advisors
Community
LGBTQ+ Friendly
Resources
Financial Planning (Right Capital)
Quarterly Reports (Advyzon)
Statements & Tax Documents (Fidelity)
Download Documents (Advyzon)
Upload Documents
Resources Explained
Crunching Numbers
Form ADV 2A Disclosure Brochure
Form CRS
Insights
Blog
Videos
Events
Milestone Minute
FAQs
Speak with an Advisor
Speak with an Advisor
jclimo
jclimo
Internet and Online Security Revisited
Internet and Online Security Revisited
By
Jennifer L. Climo, CPA, CFP®, MSFP
Published On: December 11, 2025
Categories:
Cybersecurity
,
Security
Milestone Minute – December 5, 2025
Milestone Minute – December 5, 2025
By
Jennifer L. Climo, CPA, CFP®, MSFP
Published On: December 5, 2025
Categories:
Milestone Minute
10 Common Retirement Mistakes and How to Avoid Them
10 Common Retirement Mistakes and How to Avoid Them
By
Jennifer L. Climo, CPA, CFP®, MSFP
Published On: November 26, 2025
Categories:
Retirement
,
Investments
,
Medicare
,
Social Security
Milestone Minute – November 21, 2025
Milestone Minute – November 21, 2025
By
Jennifer L. Climo, CPA, CFP®, MSFP
Published On: November 21, 2025
Categories:
Milestone Minute
Milestone Minute – November 7, 2025
Milestone Minute – November 7, 2025
By
Jennifer L. Climo, CPA, CFP®, MSFP
Published On: November 7, 2025
Categories:
Milestone Minute
Long-Term Care Planning Guide for Individuals and Couples
Long-Term Care Planning Guide for Individuals and Couples
By
Jennifer L. Climo, CPA, CFP®, MSFP
Published On: October 31, 2025
Categories:
Health
,
Insurance
1
2
Next
Page load link
Go to Top