Partners

Financial Planning is a complex field that covers many areas including investments, education planning, retirement planning, wills, trusts, insurance, accounting, business continuation, and estate, gift, and income taxes.

It would be difficult to find one person who is a trained and licensed expert in all of those areas. Most often, the needed skills and knowledge are available only by bringing together a financial planning team. The various members of your chosen team can then work closely with you to create an estate, preserve it, and pass it on to your heirs with the least amount of expense and aggravation.

Our firm provides the following team members:

Captain of the Team

You are the captain of the team. The final decisions must be made by you after carefully reviewing the recommendations of the other members of your financial planning team.

Financial Professional

This professional has specialized training in financial planning, serving as the conduit for all of the other professionals needed for your plan.

Investment Specialist

Clients are faced with a confusing range of investments, each with different characteristics and uses. Professional investment guidance is essential.

Tax Professional

Taxes consume a large part of our income. Creative ways to mitigate taxes must be considered in all aspects of a financial plan.

Insurance Specialist

Life insurance contracts differ greatly and are issued by companies with varying degrees of strength. A health challenge without proper health insurance, disability insurance, or long-term care insurance can unravel any well-funded financial plan. Having an insurance specialist will ensure that your financial plan is protected from unexpected health challenges.

Property & Casualty Agent

Having a P & C agent look over or construct a plan to protect your physical assets from damage is critical to a sound financial plan.

Credit Specialist

Our specialists are knowledgeable in the laws affecting credit and credit repair. This includes the Credit Repair Organizations Act, Fair Credit Reporting Act, Fair Debt Collection Practices Act, and the Fair and Accurate Credit Transactions Act. They also understand the government agencies involved in consumer rights––the Federal Trade Commission and the Consumer Financial Protection Bureau. They are on deck to assist clients with the process to clean up their credit reports and begin improving their credit.

Estate Planning Attorney

Most attorneys draft a basic will. However, our professionals specialize in estate planning law and will be more familiar with the various tools and techniques available to save you and your heirs thousands of dollars in taxes, probate, and administration expenses.

Capital Campaign Manager

Our goal is to help provide services to help you raise capital in a way that's appropriate for your company's stage of growth, goals, and challenges. Our specialists design creative solutions to help clients reach goals they may have thought were out of reach by providing confidential, independent, and unconflicted solutions and strategic advice.

In short, our team is well versed in all areas of financial planning and has all your assets covered!