Firm Overview

Our Mission

Provide our clients with custom multidisciplinary LifePlanning solutions that will allow them to age in place, protect their assets and not become a burden on others.

Our Core Values

  • Leave the world a better place because of our work.
  • Continually improve the value our clients receive by continually improving our processes, services and people.
  • Create growth opportunities for each of our associates~personal, professional and financial.
  • “Do what it takes” to fulfill our Mission.

Our comprehensive LifePlan solution is designed to help clients:

  • Avoid institutional care and age intheir own home.
  • Protect assets not only from taxes but also from uncovered long term care medical expenses.
  • Involve family members in the process.
  • Prevent them from becoming a burden on their loved ones.
  • Find appropriate housing solutions