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How We Can Serve You

Multi-Generational Planning

Multi-Generational Planning

According to recent studies, less than 20% of advisors are working with the second and third generations of their clients. Do your children and grandchildren have financial issues that we could help with? From savings to debt management to retirement plans, we want to teach them to be great stewards before they receive an inheritance.

Liquidity Events

Liquidity Events

The sale of your business... retirement from a long-term employer... an inheritance. How will the sale of your business, retirement from a long-term employer, or an inheritance change your life and your perspective? Are you confident in your ability to handle it? What about your spouse or partner? Do they have the same level of confidence?

Addressing Longevity

Addressing Longevity

Are you prepared to live to 100? Have you thought about where and how you will live? You may need a physical caregiver as well as a financial caregiver. It’s so much more than a financial concern -- it’s spiritual and emotional well-being too.

Your Legacy

Your Legacy

Are your children ready to manage your wealth? What happens to the family dynamic when your assets pass from one generation to the next? What about your legacy -- does it include more than family? Is there a dream or vision for the church, community, or charitable impact?