Our Role as Planner
Our involvement over the years with prominent business owners, professionals, and entrepreneurs has strengthened our commitment to help solve unique financial problems.
The mission of the firm is to use all the legal, tax, wealth accumulation, conservation, and distribution strategies we know to maximize each client's financial situation.
No two clients are alike. We have no standard answers or computer generated solutions to our client's problems. Each client's plan is tailor-made to solve individual problems. We present the various alternatives available to a client to accomplish specific objectives and help our clients decide which options are better for them. Often, in fact, clients ultimately design their own customized plan with assistance from our consulting staff.
Our role is to act as coordinator in the financial design and planning process. We work in concert with the client's other advisors in finalizing the plan, ensuring that a decision on one area does not conflict with a separate plan.
We have a skilled staff of specialists in legal, tax, investments, employee benefits, risk management, qualified and non-qualified plans to support our financial consultants in the planning process.