Personal Services

One of the most important aspects of any plan is protecting and conserving wealth for the financial well-being of your family throughout every stage of life. Our goal is to provide sound counsel, clarity and direction in the following areas:

Retirement Planning

We work with our clients to design and implement a variety of accumulation and retirement planning options. Our team of professionals work together to formulate a long-term course of action based upon your desired outcomes. Because all situations change over time, we will be there to help your plan evolve accordingly.

Financial Planning

Through Terry's affiliation with Eagle Strategies LLC, we provide customized financial planning for our clients to include estate, business, retirement and insurance planning. We work with each client to crystallize their objectives, formulate tax-advantaged strategies, and determine a course of action. Following its execution, we monitor and adjust our client’s plans based upon the inevitable changes life presents.

Estate Planning

A well-engineered estate conservation plan helps minimize tax liability and ensures that loved ones are protected. Through collaboration with you and your other advisors, we work to assess the impact of state and federal taxes on your estate and suggest approaches to minimize those taxes, keeping in mind your personal philosophies and family needs.

Asset Protection

There are numerous financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities and safeguard asset transfer to children and grandchildren. Our goal is to gain a clear understanding of your concerns and objectives and then explore strategies to achieve your desired results.

Charitable Planning

Charitable planning allows you to support the organizations and causes that matter most to you. Often, this can be accomplished while providing immediate income streams as well as a reduction in your tax burden. The tax laws provide various methods and incentives to encourage a donor’s goodwill and we can assist in the development and execution of a plan aligned with your philanthropic desires.

Disability and Extended Care Needs

In order to execute a sound financial strategy, asset and income protection are a necessity. Many people associate estate planning with preparing for what happens when they pass away. This overlooks disability planning as a critical component of any estate plan. We are available to assist in creating a plan to ensure financial stability at a time when it is most needed.


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