Estate & Philathropic Planning

We offer Estate and Philanthropic Planning as a stand-alone service or as part of our Financial Planning package.

Will your Estate Plan include leaving a legacy with contributions to your family, community or favorite charity? For those clients who have already reached their Net Worth Goals, we help  generate an income for life. Transferring your wealth to future generations – whether it’s your heirs, a favorite charity, or other causes – involves creating a plan to help you leave what you want, to whom you want, when you want. Together with our associates, we offer a full range of services–including Trust Services–to help implement your plan.

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  • Services Snapshot

    Financial Services For Individuals
    • Starting Out/Starting Over Coaching
    • Financial Planning
    • Investment Management
    • Asset Protection
    • Estate & Philanthropic Planning
    • College Funding Service
    • Divorce Planning
    • Senior Lifestyle Planning
    • Life & Career Planning

    Financial Services for Businesses
    • Succession Planning
    • Business Retirement Plan Consulting
    • Business Protection

  • Events

    Stay tuned for a full list of our 2018 Workshops!

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