We are a team of attorneys, financial advisors, and tax specialists who engage to give clients a greater opportunity to earn wealth, keep wealth, and protect wealth. We integrate your estate planning with your financial plan to provide for the two most important things in your life: everyone you love and everything you own.
Segmenting your estate and financial planning with no coordination between advisors and consultants leads to unsynchronized planning. Successful estate planning requires that your financial and tax planning goals are integrated into your estate plan.
Protecting what you’ve built requires coordination, integration, and ongoing
monitoring and updating of your plans to ensure your goals are met.
Schedule your complimentary initial consultation.