Wealth Preservation

If you are wealthy, comfortable or simply have positive net worth you want to protect and maintain what you have. Most of us also have a fundamental need to care for our loved ones and to keep our family a secure unit in the future. If you have children or property you should consider an estate plan in order to create a better lifestyle for what you leave behind.

We will collaborate with you and your other trusted advisors in order to discover what would happen to your home, investments, life insurance and employee benefits in the event of disability or death. We specialize in serving as the quarterback on your team of trusted advisors and will work with everyone involved to develop the most legally effective arrangements to achieve your estate planning goals. As your financial advisor we help you recognize what you want and need for yourself, your family and charity.