Life is precious. We are not guaranteed our tomorrows. Personally, we've been reminded of this recently. If life threw you a curve ball, would you be prepared? We hope so but, sadly, too many people are not ready. Don't let that be you.

It is in those moments of shock when you will be thankful you took the time, while your life was steady, to prepare for life’s surprises.

Being prepared in life is not admitting that something bad or fatal is going to happen. It’s just something we should be all the time: prepared.

We developed this workbook for you to use to help you organize your financial and personal life, since they are so intertwined.

On a different note, humans are not very good about predicting the future and including how we think the presidential election will affect the stock market. We address this issue in Markets and Elections.

Friend, what do you need to take care of before year end so that your financial future is protected? If we can help, reach out.

Important documents to have in case of a hospitalization

We're tapped by the media to write for and contribute to a variety of publications. Here are our latest contributions.

We are private and independent, which means we have the unique ability to build deep, meaningful relationships with our clients with no competing agendas. We are a legal fiduciary for our clients.

We have four decades of broad financial and business expertise that enables us to knowledgeably advise on a wide range of financial and business affairs and to help our clients navigate the sea of complexity with confidence.

We are strong believers in the power of near-term, actionable planning and disciplined focus on forward-facing goals.

We are at our best when we help our clients optimize their financial resources to realize their goals and dreams.

Time to share. Create a Buzz.

From Bill's Corner

Important documents to have in case of a hospitalization

In the media...on the blog

ABOUT US

We are authentic, thoughtful, straight-shooters who provide the sound, visionary stewardship that helps our clients protect their financial foundation while building their wealth.