Your Ducks | Are your ducks in a row?

Get Your Ducks In A Row

It can be overwhelming to coordinate the pieces that make up your financial life – managing your cash and investment portfolios, and planning for the “what-ifs.” Take the guesswork out of it and let us help you get Your Ducks in a row.

Financial Consulting

Sound investment advice starts with a goal. We help you identify the best strategy to achieve your goal. We listen and speak from many years of experience to help each specific client achieve their desired goals.

Wills & Trusts

Planning for the what-ifs in life shouldn’t cost an arm and a leg. Protecting yourself, your family, and your legacy shouldn’t be out-of-reach for any reason. We provide comprehensive, reasonably-priced estate planning services. Let’s work together to get your will or trust set up – on your schedule and through a process designed to best serve you.

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March 1, 2016

Do you make your investment decisions around the water cooler?

Do you know how a trust, will and a health care directive all work together for you and your family? March 1, 2016

We’d love to help you with that!

We try to give our lawyer services away for free. Ask us how. March 1, 2016

Are you afraid of calling a lawyer to draft your trust because of what it may cost?

March 1, 2016

Do you have a handle on your finances?

March 1, 2016

What tweaks should you make in your finances to retire a little earlier?

March 1, 2016

Do you have a living trust? When was the last time you updated it?

How much do you think it would cost for your financial planner, financial advisor, REALTOR® and estate planning attorney to coordinate on your behalf? March 1, 2016

That is our entire approach.