Special Services

Through the years many of our clients have come to us with similar concerns and problems. In providing solutions, we've uncovered certain areas that we felt had opportunities to be even better served. We've spent years honing our skills and adding additional specializations to better serve our clients planning in three distinct areas.

  • Financial Planning for a Business
    • ​Each business has its own unique set of circumstances that require custom solutions. Albeit, there are common pillars each business has that holds it up. Our planning helps to ensure those pillars are strong for the life of the business. 
       
  • Charitable Giving
    • ​Donating is a selfless act. There are many positive benefits to incorporating charitable giving into your financial planning. We help our clients implement strategies to help expand their giving to make the maximum impact.
       
  • Special Needs Planning
    • ​There are many concerns a parent or guardian has when it comes to a child with special needs. Our team is here to work with you to put a plan in place to help ensure that the special needs of your loved ones are secured.