Let our team take care of the details.
Estate planning is daunting for many people. We’re here to make it easy for you. With over 75 years of combined experience, our team with diverse skills is here to focus on your unique needs.
Board of Directors
Director of Operations
Senior Planning Consultant
Client Relations Specialist
Estate Planning Consultant
Director of Baking
In loving memory of Sandy Fey
What We Believe In
Estate planning shouldn’t have to be a headache. We help you build a portfolio designed to stay ahead of inflation and weather market changes. With a portfolio aimed for long-term success, you can spend less time worrying about your heirs’ financial future.
We don’t cut corners when it comes to your family. Our team uses objective research to discover managers with proven track records and clear expertise. We access our widespread professional contacts, conduct rigorous due diligence, and hold frequent conference calls and visits. Our hard work helps ensure your family’s security.