What We Do

Making your wealth last

In today’s world, we’re living longer and doing more.  That’s why you need a financial plan that can keep up with your life…not one that you outlast.

One that covers you no matter what happens, that is stress-tested for all the financial surprise events that can set people back.

For over 35 years, we’ve been helping families with wealth preservation and financial planning.  Our CERTIFIED FINANCIAL PLANNER™ professionals and CERTIFIED ESTATE PLANNERS™ are uniquely qualified to help you protect and grow your wealth…so you can live the life you want.

Dynamic Wealth Design

You don’t want to let your life just happen.  You want to take control and design your future.

That’s what our Dynamic Wealth Design helps you do.  This design results in a plan crafted for an ever-changing financial environment.  These plans take advantage of tax laws to save you money.  These plans are also stress-tested so they can protect you when you need it most.

Most importantly, our planning process benefits from our collaboration with strategic partners. For instance, expertise in tax and estate planning is vital. We’re happy to work closely with your current tax and legal professionals or we can make recommendations. This way, we can help you grow your wealth while protecting your assets and minimizing tax liability.  

All of the Services You Need…in One Place

During the implementation of your Dynamic Wealth Design our collaborative team will help you address and meet the following needs:

  • Investment
  • Retirement
  • Tax
  • Estate
  • Insurance
    • Life
    • Disability
    • Long Term Care

Our collaborative team can help you meet all of your wealth strategy needs.

Complimentary eBook: How to Design a Better Future

6 Simple Steps to a More Confident Retirement