Advising Families
Advising Families
Each family we serve is unique. There are many ways we can support you and the needs of the members of your family:

Family Meetings:
helping everyone understand the planning structure(s) in place

Liability Management:
life insurance, annuities, long-term care, health insurance

Planning for Specific Goals and Decisions:
adopting a child, changing careers, buying and selling businesses

Special Needs for Family Members:
support for elderly family members, support for family members with special needs

Family Transitions:
marriage, death, divorce, or critical care needs

Education:
college savings plans, helping younger family members understand financial matters

Wealth Transfer and Estate Planning:
planning for leaving a legacy, beneficiary review, advising on attorney and CPA meetings

Helping you achieve peace of mind is one of the best parts of our job.
When it comes to family, we are here to support you through any situation.