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.