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Putting your money where your life is

Putting your money where your passion is

Putting your money where your family is

Putting your money where your love is

Putting your money where your world is

Putting your money where your life is

Discover How to Align Your Wealth with a Life of Significance

We Are a Valued Partner on Your

Path to Financial Independence

How Can We Benefit You?

Whether you’re transitioning to a new stage in life or preparing for the future, our team is here to navigate with you for the planned and unplanned life challenges every step of the way.

 

Life’s Milestones

  • Getting Married or having children
  • Separation or Divorce
  • College Planning
  • Estate Planning
  • Succession and Legacy Planning

Retirement Planning

  • Navigating Social Security
  • Generational Transfers
  • Income Distribution Strategies
  • Investment Risk and Return Profile

Investment & Taxes

  • Customized Investing Strategies
  • Tax Mitigation
  • Tax-Free Exchanges

Specialty Areas

  • Longevity planning
  • Corporate Executive Financial Planning
  • Planning for Business Owners
  • Philanthropic Solutions
  • Impact Investing

We Have One Priority: Our Clients

Since 1986, we have been on a dedicated mission to guide our clients manage and maximize wealth for their lifetime and future generations.

Our passion is to go above and beyond in creating one-of-a-kind wealth plans. They are unique to each individual’s values, goals, and relationships including:

 

  • Tax Mitigation
  • Business Consulting and Employee Benefits
  • Planned Giving
  • Insurance Planning
  • Estate Planning
  • Financial Independence

 

Whether your goal is to start fresh, increase wealth or pursue other financial goals, we will engage and customize your investment portfolios that reflect your needs. If you are interested in finding out more about any of our financial services and our award-winning personal care team, please call us. We are here for you!

 

Meet Our Team

Our Clients Are Our #1 Priority

30+

years putting our Clients first

3 Decades

serving clients. Almost 100% of clients are referred by clients

Award-Winning

Financial Planning Team with 10 Dedicated Members and multiple contracted virtual specialists

How We Work With You

We make it EASY for our clients

The Wealth For Life Plan Is Our Signature Client Planning Experience Created To Help You Use Your Wealth To Design A Financially-Independent Future That You Enjoy.

Click here to see our full Wealth Management Process.

Live Your Life To The Fullest And Create Your Own Wealth For Life Plan.

Schedule a Consultation

Discover

In this phase we will get to know you qualitatively during our in-depth discovery session.

Design

We will create a customized plan based on collected data related to your finances and goals. Upon approval, we will put it into action.

Preserve

After 45 days, we will check in regularly for progress meetings to ensure we are on track.

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Latest Insights

Finances shouldn’t be confusing. Consult our library for simple answers to your most important questions.

How Portfolio Diversification Can Be Sweet Like a Box of Chocolates

In the world of investing, risk and reward go hand-in-hand. To help manage risk and reward, investors often utilize a portfolio diversification strategy that mitigates risk while working toward accumulation across asset classes. Diversification mitigates the potential for unsavory pitfalls while offering a variety of suitable outcomes. In this article, we explore portfolio diversification by […]

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You’re About to Retire: Here are 7 Tips to Stay Independent

Independence is important in retirement. The more independent retirees are, the more fulfilling their retirement is likely to be. However, living independently as you age isn’t always easy and may take some degree of planning well before you are even ready to retire. Want to ensure your chance of living independently during your retirement? Below […]

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Health Is the New Wealth: HNW Individuals, LTC Insurance and Healthcare

A perspective shift occurs in the wealth landscape; many now recognize health as the new wealth. Healthcare, long-term care (LTC) insurance, and other wealth-related financial instruments have become essential considerations for HNW individuals. In this article, we discuss understanding health as an invaluable asset, the necessity of LTC insurance, and the healthcare needs and considerations […]

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Investing in Black-Owned Businesses

There’s a growing recognition of the importance of diversity and inclusion, particularly when it comes to where Americans spend and invest their hard-earned dollars. Individuals may increase inclusion by investing in and patronizing Black-owned businesses. Beyond promoting social equality, investing in these enterprises may present opportunities for investors seeking financial returns that go hand-in-hand with […]

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Listen In:

The Wealth and Wisdom Podcast

Our most popular episodes:

Building a Wealth Plan for You!

What is Wealth Management, Really?

Succession Planning for Family Businesses

Our podcast is helping pave the pathway to a life of significance for you and your family. In this series Frank shares various wealth management strategies and how you can find the one that works the best for you.

FREE Guide: Max Out Your Benefits

Discover 4 Key Ways To Maximize Your Social Security Benefits For A Better Retirement

Navigating the ins and outs of Social Security can be confusing. Luckily, we’re here to help. This free guide has the tools you need to get started developing your Social Security strategy today.

Get Instant Access

Download your free

Social Security eBook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we’re here to help. This eBook has the tools you need to get started developing your Social Security strategy.

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