Professional Fiduciary Asset Management for High Net Worth Individuals, Families, and Small Businesses. Providing fee-based services, custom tailored to your specific situation with the trust and security of a legal fiduciary. Areas of specialty include: Financial Planning, comprehensive or issue only Investment Management Cash Flow Analysis Estate and Tax Planning Special Needs Issues Planned Giving/Philanthropy Endowment Management Trustee Services Company Retirement Plans (401k, 403b) Inheritance, Windfalls, Settlements Retirement and Lump Sum Asset Management Wealth Management Protection Advice Specialties Include: Asset Allocation, Modern Portfolio Theory. Certified Small Business Advisor.

People First ~ Money Second In a world where most brokers and advisors seem to only care about the money, we are committed to understanding the people issues behind the money matters. Through our FREE Dinner Workshops & our NETWORK of local professionals, we Help Put The Pieces Together for those... who want to protect what they've taken a lifetime to accumulate, who lose sleep over excess risk in their portfolio, who fear they could outlive their resources, who are frustrated by their IRS bill & want to stretch their retirement dollar, who are tired of their "protected-money", often called "lazy money", not working hard enough for them, who are worried about the devestating effects of Long-Term Care costs & don't want a "Use It or Lose It" approach to insu