Life Planning

Helping you align your money with your goals, values and relationships.

When planning a life, money is integral to almost everything. Our wealth managers have been here before with other folks like you. By talking with one of our experienced guides you can reduce your stress and increase your success.

Money skills are 21st century survival skills. 

Dick WagnerA friend and pioneer in the financial planning profession

Consider a few of the many ways our team may be able to help.

College and Education Planning

Provide for the next generation’s education. Use tax-advantages of different education plans and think outside the box to get funding from new sources.

We know and care about our clients

Long-Term Care Planning

Provide for our parents’ and our own livelihood.

Couple on yacht

Retirement Income Planning

We work with you to envision what you will retire into, what your days may look like, and how your spending will likely change during your retirement years.

Go Tax Free

Get more choice and control over the biggest expense Americans pay, our taxes.

Wealth Transfer

Inheritance and Wealth Transfer

Discuss more than just the financial aspects of wealth management. Make sure your most important values, stories and more transfer to the next generation.

Charitable Planning

Charitable Planning

Donating money feels good and aligns your income and assets with a cause you feel passionate about.

Concentrated Wealth

Protect and grow your wealth with advanced strategies for concentrated equity positions, including restricted stock, options, and more.

Family Financial Album

FREE download: Show them you love them and make it easy for your family to care for your financial affairs after you pass.


What to to When a Loved One Dies

When a loved one dies, life can feel overwhelming. Our advisors guide you through key decisions and prioritize steps to reduce pressure and give you space to heal.


Divorce impacts every aspect of life, ranging from parenting to living to financial arrangements.

Business Owners in a Warehouse

Sale of a Business

Our 7-step process helps a business owner maximize their financial return, minimize their tax liability, plan for contingencies, and successfully transfer their business.

Changing Jobs

We work alongside you to make way for a smooth financial transition, keep you and your family safe, and plan for the long haul.

Speak with an expert

An initial conversation is always complimentary. We are often told that our discovery process is the best conversation about money a person has ever had.

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Exit Planning

Our financial planners guide our clients through the infinite maze of investments, taxes, budgeting, saving, estate planning, college planning, all types of insurance questions, and other planning issues.

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Attend an Event

We offer a broad array of events that broaden our knowledge and experiences.

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