Our mission is to empower you to live your life of most significance, through intentional planning. We hope the information shared on this page will help you grow impact in the areas of your life that matter most.
Looking for more personalized advice?
Learn about the opportunity to maximize your philanthropic gift and minimize your taxes with the donation of non-cash assets.
A million dollars may seem like a daunting figure, especially if you haven't been diligent about saving, but there's good news: You don't have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Make the most impact with your planned giving by choosing the right charitable vehicle. Learn how.
Thinking about opening a 529 plan? They're being used as a modern estate planning tool, not just for college savings. Learn more.
Are you considering opening or contributing to a Roth IRA? This type of retirement account offers several benefits that can help you maximize your savings and enjoy a comfortable retirement. Learn more about some of the key benefits and more.
Many decisions need to be made by December 31 of any given tax year, but one that extends into the next year is funding a Roth IRA. Listen in to hear if this may be a good option for you, or someone you know.