Planning Services for Individuals & Families

Charitable Planning

A legacy plan should be a lasting impression of you, your ideals and your mission throughout your life. Often designed in collaboration with an estate plan, legacy planning focuses on charitable giving and intellectual insights. By building charitable giving into your estate plan, you are able to leave a meaningful legacy that offers many tax advantages.

Estate & Legacy Planning

Everyone has an estate. It includes everything from your car to your investments. The big question is, “What will happen to your estate when you are gone?” More than 50% of the US population does not have a will and isn’t prepared to protect their assets and family after they are gone. We can help you develop a plan that will organize your financial world for your family’s future.

Financial Planning

We have your financial well-being in mind. We take the time to understand what you want out of life and how you feel about your wealth. We help guide you along your financial journey. We start and end with your dreams using a comprehensive process to help you plan for those dreams.

Insurance Strategies

The right use of a well-designed insurance strategy can help create and protect wealth for both family and business needs. We have extensive experience in assessing your insurance needs, your overall financial picture, and the insurance that would best fit your situation.

Investment Management

Ask yourself this question; “If it is possible to achieve your goals while taking minimal risk, why jeopardize reaching those goals by taking on greater risk (pain), just because you completed a questionnaire indicating you could tolerate the additional risk?” Investment risk can’t be avoided. However, our approach is to take only the necessary risk to achieve your goals. 

Retirement Planning

We see the transition to retirement as a time of shifting priorities. As the era of accumulating assets winds down, individuals’ expectations for their investment portfolios begin to change. Instead of “How much can I make?” the questions becomes, “How can I make it last?”