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What We Do

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. 

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.


Taking care of family and other people in your life

  • Trust & Estate Services
  • Education Funding strategies
  • Insurance
  • Securities-Based Lending
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Planning for healthcare expenses now and in the future

  • Long-term Care Insurance
  • Health Savings Account
  • Disability Insurance
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Volunteering, mentoring to others and giving to charities

  • Donor Advised Funds
  • Private Foundations
  • Charitable Trusts
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Spending your free time in meaningful ways

  • Securities-Based Lending
  • Structured Lending
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Working in retirement, selling or starting a business

  • Succession Planning
  • Concentrated Stock Management
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Using your finances to bring it all together

  • Investment Advisory Accounts
  • Alternative Investments
  • Exchange-Traded Funds
  • Mutual Funds
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (706) 250-5748