Professional Financial Guidance

The Legacy Process consists of planning, prioritizing, implementing and monitoring. With your values and priorities to guide us, we offer creative, personalized solutions -- one client at a time. Charting a course that seeks to enhance your financial resources and, ultimately, guide wealth along the path of greatest good, is the heart of The Legacy Process .

As your trusted advisor, we will work closely with you to create, implement and monitor a personalized plan that seeks to:

Create and preserve personal wealth

Reduce the risk of financially devastating events

Develop strategies to help reduce the burden of taxes and inflation

Build consistent and predictable retirement income streams

Maximize wealth transfer from one generation to another

Endow legacies of hope, beauty and joy in the community

Foster peace of mind through proper planning today