MenuHomeAboutInvestment GroupPersonal Financial PlanningBusiness Retirement Plan ReviewBusiness Retirement Plan SetupTax PlanningPortfolio ReviewInvestment ReviewLegacy/Estate PlanningInsurance and Annuity Review/OfferingsInvestment ManagementConsulting GroupBlogContact Jacqueline M. Oprean MBA, CEPA®, CRPS™, AAMS™ CEO / Co-Founder Call Jacqueline Email Jacqueline Connect on LinkedIn LOGIN