As Your Personal Financial Concierge, we lead with holistic and comprehensive financial strategies that endure the tests of time, markets, and changing economic conditions. The Preferred Client Group aligns its objectives our client’s, focusing on unlocking their full potential by leveraging innovative and advanced thinking. Our holistic strategies are supported and illustrated with advanced web-based technology, The Living Balance Sheet, which helps our clients achieve financial balance.
Our “parents first” approach in the estate planning marketplace has been essential to our success in the multi-generational business and personal planning environment. Evaluating all aspects of a financial environment and looking at the whole, provides a grander perspective on the present and future financial decisions.
Services include comprehensive planning for individuals, businesses, and families. Firm provides services in areas that include estate planning, succession planning, executive benefits, employee benefits, retirement and distribution planning, asset protection and wealth preservation.