Our team specializes in assisting successful families and top-of-their-field professionals who, among other things, aspire to a work-optional lifestyle and have the desire to secure a family investment legacy.
Paul coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve. He and his team implement customized strategies all as a part of the proprietary process, The Foundation FORMula™.
Susan answers the phone, prepares the reports for client meetings, prepares and processes paperwork, and assists clients with any questions she can answer regarding their accounts.
Brian also coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve.
As needed, we take a collaborative approach with other relevant professionals. This additional expertise is part of our process to help you pursue your wealth and lifestyle goals.
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