Our Client

    Our ideal client understands what he or she wants to accomplish both from a personal perspective and a business perspective, and is prepared to take action to achieve those goals. Our most successful clients include individuals, business owners, professionals and executives who share many of the following characteristics.

Family

  • Strong family commitment and values.
  • High level of integrity.
  • Respects long-term relationships.
  • Prioritizes family legacy and harmony among members.
  • Clear vision of the future for business and personal life.

Community

  • Well respected by their co-workers and the community.
  • Committed to helping the community through charity or civic organizations.

Planning

  • Individual or family who wants to complete or update an integrated financial strategy, estate plan and/or giving plan.
  • Business client who wants to provide innovative benefit planning to hire and retain key executive staff or complete a business exit plan.
  • Respects and utilizes advisors and is open to new ideas.
  • Willing to take the time to plan and is honest about their feelings and concerns.

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Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Nasdaq Composite 6,908.82 -1.70%

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