is an independent consulting firm providing Thorough, Focused and Integrated financial and estate planning services.
assembles current planning ideas in use across the country from all disciplines to support its financial and estate planning advice. We strive to be creative in our planning, and provide strategies and products that are innovative and consumer accountable.
acts as a valuable resource to legal and accounting professionals, as well as other investment and insurance professionals.
Mutual funds provided through FundEX Investments Inc.