FROM CONFUSION TO CLARITY
We provide a client-focused approach to your financial planning, while being mindful of the impact of taxation, investments, and insurance on your plan.
Disciplined planning crafted by our CERTIFIED FINANCIAL PLANNER™ to keep your financial landscape aligned with your purpose.
Filtering your plan through decades of tax expertise. Ensures every investment, insurance, and planning recommendation considers the impact on taxes throughout your lifetime. Tax awareness during wealth accumulation, preservation, and distribution.
See every account in one place whether it’s managed by us or not – bank, investment, insurance, 401(k)s, HSAs, 529s and more.
Protect your portfolio from potentially significant and untimely drawdowns caused by loss of life, diminished ability to work, and declining health. Life, Disability, and Long-Term Care.
Maximizing the impact of your giving for your estate and your recipients.
Passing wealth to the next generation in the most tax efficient manner.
Capable of working alongside your existing team of legal and tax professionals. Ability to make appropriate introductions to high caliber professionals to advance your plan.
Individualized investment options, blending individual stocks, bonds, etfs, custom to your risk and your life. Direct access to private wealth managers. Fiduciary investment management.
DIRECTOR OF ESTATE STRATEGIES
DIRECTOR OF TAX & INVESTMENT STRATEGY
BLAIR JAMIESON, CFP®
DIRECTOR OF FINANCIAL PLANNING