Eric Bonnette in meeting

Meeting With You

Like many of our clients, our team is multigenerational.  We serve successful executives, attorneys, business owners, engineers, retirees, widows, and high-net-worth individuals.  The different ages of our team members put us in a more focused position to relate to our clients, their grown children, and elderly parents.

Whether we meet with families to address a special situation or celebrate with them at a special occasion, we strive to see each client in a broader context.  By evaluating a family’s longevity and vision of the future, we may discuss long-term care, when to take Social Security, or strategies to help manage liabilities.  We understand families, and we’re here for them.