We understand the emotional and financial complexities that come with being part of the sandwich generation—navigating the complexities of modern life often means balancing the needs of both aging parents and growing children while planning for your own financial future. Led by Inez Aznar, a Financial Services Certified Professional® with over 14 years of experience offering multigenerational strategies, we are dedicated to guiding you through these complexities, helping ensure you can manage the demands of caregiving and secure your financial future.

As a financial planner specializing in the unique challenges of the Sandwich Generation, Inez empowers you to manage these responsibilities with confidence, clarity, and purpose. Her team works closely with families and business owners to create tailored strategies that address their financial complexities. Whether it’s securing long-term care for your parents, funding your children’s education, or preserving and growing your wealth for future generations, her team focuses on delivering personalized solutions that align with your values and goals.

Her approach is holistic, going beyond the numbers to understand your motivations, priorities, and long-term vision. She and her team also specialize in guiding families through intergenerational wealth planning, estate strategies, and family support dynamics.

As a parent and someone who has experienced the challenges of supporting multiple generations, Inez brings empathy and insight into every client relationship. She understands the delicate balance of meeting today’s needs while planning for tomorrow’s opportunities.

Let’s craft a financial plan that helps support your loved ones, preserve your legacy, and live the life you envision.

We proudly serve clients across New York, New Jersey, Pennsylvania, Connecticut, California, New Hampshire, and Alaska.