We are full fledge financial advisors. We help our clients with all aspects of financial planning for their personal and business matters, including life, disability, long term care and health insurance, wealth management and distribution. We work alongside your other tax advisors to help minimize your tax liability and help you navigate the estate planning process to make sure your wealth is transferred as you intended it. Mariana is an economist by degree with 25 yrs. of experience, fully bilingual. Lena holds a finance degree and is in the process of completing her masters with over 8 yrs. of experience.