Overview

Focused on Holistic Wealth Management and being accountable to the clients objectives while being tax efficient down the path of accumulation to distribution of wealth and the eventual transition of the legacy created and stewarded by our clients. Integrating financial plans that help address concerns of a client, to stress test a portfolio or simulated the impact of healthcare and inflation on an estate, and keeping the conversation engaging to affirm we are all on the same page. As a Certified Financial Planner, we recognize our fiduciary duty to have an open architecture of investments, so we maintain prudent, flexible strategies focused on meeting the clients' needs while being affordable. We do service our clients with annuity products and consider insurance solutions that may be suitable for the long term needs of a client, but it is not the focus of our practice.

Market
Advisor/RIA
Last Activity
today

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