WE COACH FAMILIES TO POSITION THEMSELVES FOR ENDLESS FINANCIAL WELL-BEING

Financial planning consultation, namely, providing coaching and advice in the creation of strategies to achieve, enhance, and preserve financial independence; investment consultation and management; total wealth management consultation, namely, investment consultation and management; financial retirement planning consultation, financial consultation in the nature of succession planning for retirement, estate planning consultation; planned giving consultation, namely, financial planning in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families; insurance planning consultation; financial consultation in the nature of cash flow planning; debt management consultation; insurance consultation; estate planning and transfer of wealth consultation, namely, financial consultation in the field of transfers/gifting, probate issues, charitable contributions, and discount opinions and reviews of family limited partnership agreements and trusts