About us

Do you have a team of financial professions working together to help you reach your financial goals? Does the team meet specifically for you and your family to focus on your situation, to reduce taxes, to eliminate risks and to take full advantage of all the opportunities available to you? Most often, budgeting, cash flow, investing, taxes and estate planning issues are all dealt with separately, so there are several plans and planners within a single family. We believe it should be coordinated by a team with expertise in retirement planning, law, trusts, mortgages and especially taxes. (NEW PARAGRAPH) We also believe your plan must reflect your personal situation. A business owner's needs may differ greatly from a W-2 employee. A public employee's plan will probably differ from someone employed by a private company. Doctors, attorneys and other professionals face different challenges. And those already retired often have legitimate concerns about outliving their money or dealing with an expensive and protracted illness. (NEW PARAGRAPH)We develop plans in writing to maximize all of your family's assets while minimizing risks and taxes. While we believe one person must be responsible for your plan, we also believe a team of professionals can produce the best results.