The Legacy Difference

A Plan as Unique as You Are.

There is no such thing as a one-size fits-all wealth plan. Your financial and estate plan is as unique as your goals and your values. We help to identify your life and legacy goals. Then we integrate every aspect of your wealth – taxes, investments, retirement, family, and more – so that your concerns are addressed and your goals are supported.

Only a phone call away.

Your annual retainer gives you access to all our services throughout the year. In addition to our regularly scheduled appointments, we are there for you whenever you need us – at no additional charge.

Understandable, fully disclosed fees. As a fee-based advisor, I sell no investment products, and accept no commissions for placement of your market-based investments. Since our compensation is never contingent on the outcome of your securities transactions, you can be confident that our recommendations will always be in your best interest.

However, we may address risk factors that involve insurance-based plans from which we may unavoidably be compensated; this will be disclosed to you and may be used to offset your annual retainer fee.

An advisor you can trust.

You might be surprised to learn that anyone can call themselves a financial planner – there are no state or federal laws that mandate training or licensure. But our commitment to professional education and ethics is demonstrated by the credentials we have acquired: BS in Finance; MBA; and CLTC (Certified in Long Term Care).