What we do / Estate & Legacy Planning

For many of our clients, planning their legacy is a way of expressing their values. Your financial plan should help you support, provide for, and build a foundation for the next generation in a way that gives them every opportunity to thrive and ensures your assets are being utilized in the most efficient manner possible.

What’s next…

Our team will listen to your goals when it comes to your estate and make recommendations on the best plans and strategies to achieve those goals.  This may mean implementing a gifting strategy, starting a charitable trust, or diversifying your portfolio in another manner to ensure that you can provide for your family and your community in the way you’d like.


A few questions to ask yourself when it comes to your legacy:
  • Who do I need to include when I think about my estate?
  • What charities are important to me and my family?
  • What can I do, outside of financial support, to make sure my family is cared for?
  • What are the different types of trusts, and how do they benefit me?
What to Know About Medicare

What to Know About Medicare

While health insurance and Medicare may not seem important to financial planning, we know that they are a very important part of planning for your future self and should be considered. Here’s what you need to know about Medicare.

Funding Your Child’s Education

Funding Your Child’s Education

When it comes to saving for your child’s education, the earlier you can start, the easier it will be to reach your goal. A modest contribution today could amount to a larger sum by the time your child is ready for school. Let’s take a closer look at a few of the different education savings plans available to you.

“We make a living by what we get, but we make a life by what we give.”

-Winston Churchill

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