Goals, Mission & Objectives


Trickling Tempo © Larry Kanfer

Life can only be understood backwards, but it must be lived forwards.

– Soren Kierkegaard

HELPING YOU DETERMINE YOUR GOALS, MISSION, AND OBJECTIVES IS THE ESSENTIAL BEGINNING POINT FROM WHICH ALL GOOD PLANNING PROCEEDS.

We direct our energies to:

  • Continuous and careful listening, to thoroughly understand your goals and objectives.
  • Interpreting and demystifying the complexities of planning strategies, such as irrevocable trusts, split dollar funding, wealth replacement trusts, family limited partnerships, charitable trusts, and grantor retained annuity trusts. We continuously strive to make insurance and other solutions understandable to you.
  • Applying critical thinking to help identify problems, and then providing creative and sound ideas and solutions to complex problems and issues.
  • Making the process as comfortable as possible, communicating clearly, and being sensitive to family needs and personalities. Our goal is to be patient and caring, to assist in keeping the process going, to surface the emotional issues, and at times, those essential issues not raised by others, all the while attempting to reach consensus and improve communication.
  • Building strong, lasting relationships based on trust, confidentiality, discretion, integrity, and whole-hearted dedication to your best interest.

Being an accessible advisor, anticipating your needs and assisting you on a long-term basis. We will gladly spend the time needed to develop a close relationship and a careful analysis of the issues. We are flexible and tailor our services to your particular needs.