Our impact is felt. A true legacy is what we leave inside of those we love. Experiences are one way we accomplish it.

Contribution is not just about money.  Leaving money is fine, but in the final analysis of our lives, who we choose to be and how we choose to make a difference matter most.

We know it sounds funny.  Having clarity, simplicity and an effective plan for a life well-lived is important.

We seek to understand what - and who - are most important to you. Some of our services:

• Generational Fiduciary Advice

• Wealth Enhancement Blueprint

• Uncle Sam Prevention Plan 

• Contribution Roadmap

• Estate Preservation Strategy

• Trust Funding Strategy (The “Stuff Plan”)

• Business Succession Planning