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Working With Us

Our integrated financial approach allows us to organize clients’ finances and assets in a way that is customized to their unique needs. We are a nationally run financial planning practice with a focus on creating a comprehensive financial strategy for our clients. While financial matters are only one part of the equation, we help you collaborate with a network of trusted service professionals to meet your goals and needs as a caregiver. We are committed to helping you develop a targeted financial strategy, that is rooted in your principles and goals for the future of you and your loved ones. The heart of working with us is to allow us see your world through your eyes and help you navigate any challenges that may arise in the future before they happen. We do not want there to be any barriers for getting the proper advice; therefore, we do not charge any consultation fees. It is important to get to know each other and understand your vision and goals before we decide to work together. By developing a solid plan with multiple financial strategies, Special Needs Trust, and a Guardianship Letter of Intent among other tools, we can help you in achieving your vision for the future.

We mainly provide assistance in the following areas among others:

  • Retirement Planning
  • Personal Risk Assessment
  • Business Succession Planning
  • Estate Planning
  • Investments
  • Special Needs Planning Strategies
  • Insurance and Risk Management
  • Financial Planning