Overview

We help individuals and families proactively address the key wealth issues that they face over the course of their lifetime. Those issues include: -Potential Growth of investment assets -Effectively using credit -Maximizing the value of your qualified retirement plans and tax deferred investments -Enhancing the value and protecting your compensatory stock options and restricted stock -Business succession planning -Devising gifting strategies to children and charities -Selecting the best entities for your durable power of attorney and health care power, executor of your will and estate -Ensuring that your assets are titled properly and coordinated with wills and trusts -Defining your legacy plan for your family and your passions Please see our website for additional information and disclosures. Third party comments may not be representative of all customer experiences.