Financial & Estate Planning
You’ve worked hard to create the life you desire. Now you want to protect that lifestyle and also leave an enduring legacy for your family and the community after your passing.
Working with you and your advisors, we develop tailored financial, estate, and tax planning solutions to address personal, family, and philanthropic goals.
These solutions become the roadmap that guide our discussions and decisions related to your investment portfolio, your insurance portfolio, trust services, and your banking needs.
Our purpose is to help you optimize your wealth for your lifetime and to shape how your wealth will affect generations to come.
Our planning services include a web-based wealth management solution that offers a single aggregated view of your entire financial portfolio – regardless of where the accounts reside – as well as the ability for you to monitor online all facets of your planning. Contact Donna Murray for additional information.