Pre-Retirees & Retirees
You’ve worked hard to build your nest egg, and now it’s time to make it last. We help you transition from saving to spending with a plan that balances income, growth, and protection—using investment strategies that address inflation, longevity, and healthcare costs so you can enjoy the retirement you’ve envisioned.
Professionals
You’re in your peak earning years and focused on building long-term stability. From teachers and nurses with 401(k)s and 403(b)s to union professionals with 457 plans, we help you make the most of your workplace benefits, optimize tax strategies, and plan confidently for life after work.
Multi-Generational Families
We help families plan across generations by coordinating wealth, caregiving, and legacy goals so everyone moves forward together. Our approach is built around connection and clarity, helping you protect what matters most while strengthening your family’s financial future.
Turn your savings into steady income with strategies that address taxes, inflation, and healthcare costs in retirement.
Personalized portfolios built around your goals and comfort with risk, using a disciplined long-term approach.
Coordinate investments and income to help lower your tax burden and keep more of what you earn.
Preserve what you’ve built and ensure your wealth benefits the people and causes that matter most.
Who We Are
With nearly 65 years of combined experience, Lawrence A. Faretta, CFP® and Eric R. Majka bring a seasoned, relationship-driven approach to financial planning. Together, they’ve helped generations of families and professionals build stronger futures through every stage of life.