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Shirley Huntington
Bookkeeper
Accounting & Finance
shuntington@rogers.com
OUR PROCESS & PHILOSOPHY
OUR PROGRAMS
The Building a Foundation Program™
The Securing the Future Program™
The Preserving Wealth Program™
The Corporate Class ENHANCEMENT™
1: The Issues & Concerns Analyzer™
2: The Confidential Data Gathering Package™
3: Plan Presentation (Part 1)
4: Plan Presentation (Part 2)
5: The KAIZEN Mid-Year Review™
6: The KAIZEN Full-Year Review™
FAQ’s
OUR TEAM
Scott E. Plaskett, CFP
Catherine L. Plaskett, CFP
Jill Martin
Ted Masters, CA
Jennifer Jacobs, BA, CFP, CLU, RHU
Shirley Huntington
Jacqueline Di Falco
TESTIMONIALS
