We start with planning.
We designed the Family Strategic Planning System® to help our clients simplify their financial life, give them clarity and confidence in their financial decisions, and empower them to focus on what really matters most.
What We Do For Our Clients
Family Strategic Planning System®
Simplified and effective financial management that connects you to your future.
Family Strategy
Values, Vision, Family Investment Philosophy, Family Financial Independence
Financial Management & Reporting
Personal Financial Statements, Cash Flow Reports, Budgets, Investment Reporting, Tax Planning
Risk Management
Life, Disability, Long-Term Care, Health Insurance, Property & Casualty, Creditor Protection
Financial Planning
College Education Savings, Retirement, Major Purchases, Social Security
Family Savings & Investments
Portfolio Management, Investment Selection, Performance Monitoring & Benchmarking, Asset Allocation
Estate & Legacy Planning
Financial Independence, Family Legacy, Community Legacy & Impact, Estate Tax Planning
Philanthrophy
Private Family Foundations, Donor-Advised Funds, Charitable Giving Plan
Business Planning
Succession & Exit Planning, Cash Management, Business Continuation Planning, Key Employee Retention & Compensation