Firm Motto

To thine own self be true and it must follow as the night the day thou canst not then be false to any man.
--William Shakespeare


Our Objective

Our goal is to clarify a dynamic plan for an individual, family unit or business based on personal objectives, current and projected economic conditions and the unique circumstances of each client. We provide objective recommendations and analysis, coordinate the use of diverse products for your best results, help reduce confusion, balance risk and reward, monitor portfolio performance and make recommendations for changes. We help define, qualify and order your goals and suggest various ways to reach them. A plan should be periodically reviewed and updated, and is never intended to be a comprehensive tax or legal analysis.

The objective of estate planning is the accumulation, conservation and distribution of assets and future income, and the minimization of taxes and expenses for the client as well as for heirs. We may at times use or recommend the services of other professionals such as accountants, attorneys, stockbrokers, mortgage brokers, real estate agents, property and casualty insurance agents, pension plan administrators and other financial planners.