Services

Estate Planning

Either through your own counsel or attorneys we partner with and refer, we will team up with experienced legal counsel to coordinate your overall estate plan.

We understand that you are not only planning for your future, but for the futures of your families and businesses. Taking the necessary steps now not only preserves the wealth you have accumulated over the years, but also reduces the amount of unnecessary confusion, pain and time that would be required in dealing with these issues after you pass away.

This website provides general information that should not be construed as specific legal or tax advice, nor the law of any particular state. Please seek the advice of a qualified legal or tax professional for your specific situation.

Estate Planning services provided in conjunction with your licensed legal advisor.

News

Financial Architecture Designations Video

When it comes to your money decisions, sometimes uneasy times appear. This is where we can help you. What can we do? Watch this:

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Events

FAI Supports Local Softball Team

On Sunday, the 15U Romeo Renegades held their annual golf outing and it was a huge success! The Renegades are a girls fastpitch softball organization located in the Romeo/ Washington…

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