Legacy Solutions


Retirement Planning

Develop a plan to accumulate the wealth needed to retire on schedule and create a distribution strategy geared towards enjoying your retirement years to their fullest.

Wealth Management

The best investment strategy is one you are comfortable with and helps you hit your goals. Our wealth management services are tailored to your specific risk tolerance and objectives.

Risk Management

Our risk management services help guide you through implementing the life, disability and long term care insurance that best fits your needs, allowing you to focus on enjoying life.

Estate Planning

A blueprint for the management of your assets during life and the distribution of those assets at death, including specific legacy or charitable objectives.

Executive Benefits

Take care of your best and  brightest employees. Make sure your key players have adequate compensation and benefits and increase your employee retention rates.

Business Continuity

Make sure the business you build lands in good hands. A seamless succession plan makes sure that the transfer of created value is efficient in the event of death, disability, or retirement.

Our process


We learn about the dynamics of your family and business so we can help you define your financial goals.


Our team will take a deep dive into the specifics of your financial situation so we are fully informed to make decisions.

Stress Test

Together we explore the potential outcomes of various “what if” scenarios to make sure you are set up to succeed.

Action Plan

We lay out the specific steps we will take together in order to achieve your goals.


Life happens! We will be keeping an eye on your plan and the markets to make adjustements as needed. 

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