We’ll help you create a plan that aligns with your goals, dreams, and desire for generosity in retirement.
Our experienced team can assist your attorney and CPA with a personalized estate, charitable giving, or trust plan designed to preserve your assets and share your wealth with the people and charities you care about most.
In retirement, generosity can go beyond a 10% tithe if you have the right plan. No matter how you decide to save, steward, and spend your money, we will help you create a generosity plan that reflects your values and passions. These plans can include donor advised funds, charitable gift annuities, trusts, and more.
We understand that there should be no compromise when it comes to your financial future. That’s why we act as the comprehensive steward to your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
It’s one thing to invest in companies with the highest returns—but it’s another when the highest returns come at the cost of your values. We approach investing in a way that is designed to be socially responsible, sustainable, and aligns with the values of our clients. When you invest with us, you know your money is only going toward companies that seek to make a positive impact in our world.
We will sit down with you and your family and ask questions about your current financial picture and where you want to go.
We thoroughly review the information you share with us and design custom solutions to help you reach your goals.
Our team will launch your customized strategy right alongside you, incorporating it into your existing plans and lifestyle.
We actively track the progress of our recommendations. If you ever have questions about where you’re headed, our team is just a phone call away.