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Welcome

EXPERIENCE & MULTI DISCIPLINARY PLANNING APPROACH

With over 150 years of combined experience, we know proper financial planning requires a comprehensive set of disciplines. That's why our team includes financial planners, with backgrounds as attorneys, accountants and bankers, and advisors that have earned their MBA, CFP® certification, Chartered Financial Consultant and Chartered Life Underwriter designations.

OBJECTIVE ADVICE FROM AN INDEPENDENT FIRM

Your financial goals are the focus of our firm. We have maintained our independence so that we can offer our clients a comprehensive array of solutions and financial products that best meet their goals and objectives.


“We are an independent financial planning firm committed to helping our clients grow and preserve their wealth.”

Helpful Content

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.