Building and Protecting Wealth Since 1973

Since 1973 our firm has been positioning clients to build and protect wealth. As our government changes to promote either a conservative or liberal leadership the taxation and entitlements move to extremes. Through our history, estate taxes have been repealed and brought back as means to pay for the entitlements afforded by our legislators. We believe our clients have a right to prosper by keeping more of what they earn and being able to decide who they leave their estate to when they die. In addition to individual planning, we help business’s develop compensation packages to keep them competitive in the market place when attracting and retaining competent employees. The past ten years have seen challenges in both emotional and practical planning. Developing a strategy and having the discipline to stay the course in the face of all the distractions is what we do. Deciding what you want and staying the course will eventually lead to your desired result.

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