Estate Planning -  As unique as you are.

Aligned with you.

Our financial advisors work with you to help develop a plan that is aligned with your personalized plans, whatever that might be.

We've found that a truly customized financial and estate plan is a highly coordinate effort among financial professionals and can encompass more than one objective or goal.

Wouldn't it be nice to have one coordinated effort among your financial professionals. We tend to find ourselves at the center of that relationship as we work with your CPA, Attorney, and other representatives.

Personalized.

Your retirement plan or other plans should be built specifically for you, crafted to your wishes and managed to address your needs. Protecting your assets is not the only objective in planning or preserving your legacy. Relieving stress while achieving your directives in a tax efficient manner is important and part of what a personalized estate plan should do for you. Additionally  other objectives, such as addressing your medical directives and making certain heirs and children are protected is part of creating an estate plan that is personalized to carry out your instructions.

Coordinated.

We coordinate services with estate planning attorneys or legal counsel, that will help you establish your estate plan to address issues such as:

• The transfer of Wealth
• Protecting Heirs
• Tax Returns
• Administration
• Directives