Personal Solutions

We provide individuals and families with products and services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your needs, goals and tolerance to risk, we use our "Living-Legacy Process" to provide some of the following services:

  • Estate Planning
  • Financial Planning
  • Wealth Management and Longevity Planning
  • Asset Protection
  • Charitable Planning
  • Roth and IRA Rollovers
  • Special Needs Planning

When considering rolling over the proceeds of your retirement plan to another tax-qualified option, such as an IRA, please note that you may have the option of leaving the funds in your existing plan or transferring them into a new employer’s plan. You may wish to consult with your new employer, if any, to learn more about the options available to you under your plan and any applicable fees and expenses. You may owe taxes if you withdraw funds from the plan. Please consult a tax advisor before withdrawing funds.