Overview

Comprehensive award winning financial planning firm for 27 years. Specializing in fee based planning for business owners and successful families. We are currently working with the 2nd and 3rd generation of many families. We have built a brand and trademarked our planning process. Recently featured in a PBS documentary hosted by James Earl Jones. We are looking to work with planners who have long term relationships and want their clients to feel comfortable that their successor will provide them with the high level of service and ability that they expect. We have the ability to acquire practices that are a match with our focus and would benefit from our reach and expertise. Visit our website, ___

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