Craig DuVarney provides financial planning and advisory services, drawing on more than two decades of experience helping clients use their resources to pursue their goals. The practice takes a broad approach that extends beyond investing, with services spanning retirement, investment, tax, estate, protection, and college planning.

Retirement planning considers readiness, tax-efficient and sustainable distributions, and the risk of outliving savings. Investment planning addresses asset allocation across accounts, taking into account a client’s risk tolerance and time horizon. Tax and estate planning explore ways to manage tax burdens, maintain privacy, avoid probate, and plan wealth transfers. Protection planning considers risks including death, disability, declining health, and personal liability. College planning covers systematic saving, applicable tax credits and deductions, and financial aid.

Prospective clients can contact the practice to begin a planning conversation. The website also provides access to financial planning articles, videos, calculators, and forms. Advisory services are offered through Craig DuVarney, an SEC-registered investment adviser. Securities are offered through Osaic Wealth, Inc., a member of FINRA and SIPC.