Individuals and Families
- We develop investment policy statements for individuals and families.
- We help individuals build their savings and investment accounts.
- We establish and advise on deferred investment vehicles such as IRA's, HSA's, College Saving Plans, and Annuities.
- We design asset protection strategies, including life, disability and other personal insurance.
- We help to create and manage family trust accounts to segregate and protect family assets.
- We also help families create and manage estate plans by working as a strategic partner with their tax and legal advisors.