Our team – including attorneys, CFPs, ChFCs, CPAs. JDs and CLUs – brings decades of collective industry experience and is poised to help you design and build competitive solutions for your complex cases. You can count on leading-edge financial planning strategies, tax and legal support, carrier product intelligence, trust and policy review, and assistance implementing planning strategies that incorporate life insurance.
We work with you to develop or revise your estate plans to help minimize taxes. We can work with you and your attorneys to implement wills, trusts, powers of attorney, and health care proxies. With our intimate knowledge of your assets and goals, we can recommend more sophisticated planning strategies and organize your assets to help maximize family wealth.