As your advocate, we partner with you to assist in carrying out your planning goals for every stage of your life. With our unique model, we remove any fear of losing control of your trust assets, while bringing calm and reason to the chaotic nature surrounding any large settlement. Our platform allows us to offer our fiduciary services in an impartial manner, with a focus on meeting the objectives outlined within your trust agreement. Specifically, our services include:
- Dedicated relationship managers
- Collaborative, needs-based financial planning
- Advice surrounding complex family situations and challenging financial transactions
- Decisions on private insurance versus public benefits
- Guidance on trust terms and conditions (trust protector role)
Our extensive personalized support is designed to help meet your planning objectives for today and through tomorrow.