We can help you with your personal financial and estate planning

FINANCIAL AND ESTATE PLANNING

Let us be the first place you go for information and resources before retaining professional legal and financial planning counsel. We can assist you in framing the issues you will present to your counsel, and potentially save you both time and money.

PROFESSIONAL TRUST MANAGEMENT

We provide high quality, low cost administration for testamentary and charitable remainder trusts. In addition, we offer administration of living trusts and estates at very reasonable expense. We provide a trusted source for support and other management services.

CHARITABLE ESTATE PLANNING

We offer free, no-obligation consultation in providing for the church and other charities through the planned-giving strategies that best fit your personal needs.

LIFE-INCOME GIFTS

We can help you coordinate a unique giving plan that enables you to receive income for the rest of your life. These plans -- gift annuities, charitable remainder unitrusts, and annuity trusts -- provide outstanding retirement planning for anyone with charitable interests.

Contact us today for a free consultation to help you determine the best financial plan to meet your personal long-term and short-term needs.