Our Practice

  Building Lasting Relationships & Making Money Meaningful-  

For our team charitable giving advice is a core component of our practice. Often, we are helping wealthy middle class clients determine the legacy they’d like to leave and a compelling means of doing that is by utilizing Qualified Charitable Distributions to pledge their IRA to a charitable foundation managed by them and our team.  This is also a means of passing on philanthropy to our client's children and grandchildren as well. 

This approach ensures a legacy of philanthropy by the family for generations.

 American Endowment Foundation 
Giving That Grows.
Legacies That Last.



Charitable Planning                                                    Life Insurance 
IRA Charitable Rollover                                              Tax Savings  
Agriculture                                                                  Charitable Trusts 

January's- New Years Money Resolutions Video           February- Video "Loving Yourself Through Divorce"                                        
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March- Video "Luck of the Irish & Your Legacy"
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