Our Services

Comprehensive Financial Services

We deliver a team of credentialed, experienced and action-oriented advisors dedicated to helping you achieve your goals and simplify your financial planning journey. Your team includes Certified Financial Planner™ practitioners, Certified Public Accountants, risk management specialists and attorneys who strive to understand your needs, your concerns and your priorities.

Our Mission

Our mission is to create and implement a wide range of planning strategies specifically designed to navigate the complexities of your financial life. We do this by helping you organize and understand your financial landscape, focus on achieving the best possible financial outcomes, and achieve milestones for your career, family and retirement.

Customized Investment Strategy

We search for the best investment options available to help meet your short-term and long-term needs. We don’t sell investment products; instead, we help you select a mix of investments with the highest probability of helping you achieve your desired outcomes and lifetime goals.

Private Wealth Management

We are a specialty practice of Creative Planning, a nationally recognized Registered Investment Advisory firm with more than $69.4 billion in assets under management (as of December 31, 2020) and clients in all 50 states and abroad. Private wealth management is our core service. We do not experiment with our clients’ money, and we do not invest based on hunches. Instead, we implement disciplined processes and enlist the experienced insight of tenured investment professionals in order to develop a customized portfolio to help you achieve your long-term goals.

Customized Financial Planning

Before we make any recommendations, we take time to get to know you, your current situation, your goals and dreams for the future and any challenges standing in your way. We then create a customized financial plan that serves as a roadmap to helping you achieve your long-term goals and provide for those who matter most.

Tailored Tax Services

We focus on reducing your tax burden wherever possible. Our experienced professionals help you understand the short-term and long-term financial impacts of your decisions and analyze any potential tax implications. We select tax-friendly investment alternatives whenever possible and harvest losses to offset gains

Estate Planning

Our team includes an attorney who is experienced in estate planning and asset protection. We can draft legal documents, establish trusts for children and other family members and advise on legal matters unique to your financial planning needs.

Trust Administration

Our trust administration services provide you with professional oversight of financial legacies. Trust administration services include guardianship for minors, accounting, recordkeeping, tax reporting, compliance, settlement and distribution.

Asset Protection Planning

We take the same detail-oriented, customized approach to asset protection planning and risk management strategies as we do to every other aspect of your financial plan. We provide a thorough risk management needs analysis and craft a customized strategy to provide proper protection for you, your loved ones, your charitable investments and any business interests you may hold.

Planning for Retirement

We take a comprehensive, financial planning-led approach to help you achieve your goals in retirement. We enlist the expertise of our in-house team of tax, legal and asset protection specialists to create and maintain a comprehensive plan that works as hard as possible to help you maintain your lifestyle in retirement.

Ready to talk?

We look forward to hearing from you.