How We Can Help You

Linda and Carl Bernstein

Retired Business Owners

Carl and Linda have seven grandchildren in three states. They want to make sure their future is filled with time spent with their family, not focused on day-to-day financial management.

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Debra Bianchi

Business Owner and Philanthropist

For Debra, making money isn’t as important as making a difference. She volunteers at the local food pantry, and wants her legacy to provide hope for the homeless.

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Lisa and Brent Dillard

In Transition

Brent and Lisa own a successful family business. While Brent had no plans to retire, unexpected events are driving the need to quickly transition leadership within the business.

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Ken Mikitani

President and Weekend Boater

Monday through Friday, Ken leads his company of 150 employees to financial success. On the weekends, he hits the lake. Ken doesn’t want to have to worry about his finances while fishing.

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John Fulton

Veteran and Retired Business Owner

A decorated Vietnam War veteran and retired oil company executive, John suddenly finds himself facing the battle of his life.

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Jason Kozlowski

Logistics Expert and world traveler

Jason knows how to network, connecting raw materials in Nova Scotia with factories in the Shenzhen Province. But what really gets him excited is how his finances allow him to travel.

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