Overview

We are in Values Based Planning Practice for 31. years We cater to 100 families with multi generational Estate Retirement Charitable and Wealth Management Planning. We have very high Retention of our clients. Clients represent Closely held family business with Net worth of $50 million+ and Professionals with average income of $500,000+ and Net worth of $10 million plus. Almost all our clients are referrals. We do Premium Financing, Advanced Tax Planning and Tax efficient Wealth Management Practice. We have clients in 11 states.
Firm is comprising of 1 principal and 3 other team members. Founder of the firm is innovator and very well respected in the industry. He is Life time Member MDRT top of the Table and FPA.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week

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