PLAN YOUR FUTURE, LIVE YOUR LIFE, AND CRAFT YOUR LEGACY™
We Do More Than Just Manage Money- We Help You Manage Life
Send Information Using Our Secure Services
Send Information Using Our Secure Services
Send Information Using Our Secure Services
We offer a web-page where you can send us your informaton via a secure email and secure data upload.
You also can initiate a chat with us during normal working hours.
Contact Our Team
Send Information Using Our Secure Services
Send Information Using Our Secure Services
Calendar of Events
Send Information Using Our Secure Services
Calendar of Events
We offer free weekly conference calls on common topics of interest. We offer educational semnars for families and organizations.
The Financial Services we Offer
Comprehensive Financial Planning*
Investment Management and Consulting*
Investment Management and Consulting*
Investment Management and Consulting*
Investment Management and Consulting*
Investment Management and Consulting*
We use Charles Schwab and Company as our primary custodian, but you are able to maintain your assets with any custodian that grants us trading authorization.
Tax Planning and Preparation*
Investment Management and Consulting*
College Education Planning & Preparation*
College Education Planning & Preparation*
Philanthropy Planning Using the J24 Charity Trust*
College Education Planning & Preparation*
Philanthropy Planning Using the J24 Charity Trust*
Philanthropy Planning Using the J24 Charity Trust*
Philanthropy Planning Using the J24 Charity Trust*
Charity- Community Impact Planning*
Philanthropy Planning Using the J24 Charity Trust*
Philanthropy Planning Using the J24 Charity Trust*
Financial Education Seminars*
Business Valuation & Succession Planning*
Spending Plans & Debt Management*
Spending Plans & Debt Management*
Business Valuation & Succession Planning*
Spending Plans & Debt Management*
Business Valuation & Succession Planning*
Business Valuation & Succession Planning*
Business Valuation & Succession Planning*
The Non-Financial Services we offer
Insurance Review & Consulting
Estate Planning & Settlement Services
Estate Planning & Settlement Services
Estate Planning & Settlement Services
Estate Planning & Settlement Services
Estate Planning & Settlement Services
Home & Technology Management Support
Estate Planning & Settlement Services
Home & Technology Management Support
Medical Advocacy
Your Legacy Message ™ and Genealogy Records Research
Home & Technology Management Support
Personal Estate and Picture Archive Organization
Your Legacy Message ™ and Genealogy Records Research
Your Legacy Message ™ and Genealogy Records Research
Your Legacy Message ™ and Genealogy Records Research
Your Legacy Message ™ and Genealogy Records Research
Your Legacy Message ™ and Genealogy Records Research
FAMILY VIDEO CREATION & EVENT PLANNING
FAMILY VIDEO CREATION & EVENT PLANNING
FAMILY VIDEO CREATION & EVENT PLANNING
HOME ORGANIZATION
FAMILY VIDEO CREATION & EVENT PLANNING
FAMILY VIDEO CREATION & EVENT PLANNING
PERSONAL CONCIERGE- TASKS & PROJECTS
FAMILY VIDEO CREATION & EVENT PLANNING
PERSONAL CONCIERGE- TASKS & PROJECTS
Social Media, Credentials, Disclosures, and Memberships
