portrait of Sheyla Kallas Coimbra

Focus Areas

  • Retirement income strategies
  • Retirement savings strategies
  • Business retirement plans
  • Intergenerational planning
  • Wealth strategies
  • Education savings strategies

Team Members

  • Regan O'Neil
    Client Experience Specialist
  • Monica Sokol
    Client Experience Specialist

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More to explore

Find your starting point

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

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