We are members of the Planned Giving Design Center and our primary focus is Charitable Planning. Charitable IMPACT Planning. Are you looking for more than just a tax deduction? Do you want to have an IMPACT on your part of the world and its' future? Are you excited, yes, excited, about giving a child somewhere a better future and opportunity? Could you have an impact on world-changing technology? On climate conditions? Space exploration? Are you a professional with a CEO mindset who’s looking for more? Are you willing to invest in your business and yourself and your family in order to bring more value to your future and set yourself up for success and be able to better handle a rocky future that could be ahead?

Many clients not only want to give philanthropically, but are also concerned with passing their wealth to their children. We can offer Family Coaching as well to help ensure as smooth a transition as possible.