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"There is a spiritual aspect to our lives – when we give, we receive – when a business does something good for somebody, that somebody feels good about them!"

–Ben Cohen, Co-Founder Ben & Jerry's


Business Owners

Your needs are unique and need to be understood. Most business owners don't have any idea what their business is worth. We help you value your largest asset and then we can begin to develop a plan. Our solutions are designed to integrate both your personal and business financial needs through a customized plan to maintain the strength of your business and to work towards personal financial security in retirement.

Families & Individuals

Individual and family dynamics call for various planning needs.


Charitably Inclined