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What We Do

We Help You Master Your Financial Universe

We help people figure out if they’re going to make it, how they’re going to make it – and what “making it” even means. We get them to discuss their dreams of “living in retirement,” take a stab at converting these dreams into goals, draw the roadmap for achieving these goals, and identifying the tradeoffs necessary along the way.


We enable you to talk about your wishes and dreams. We help you express your values so that when you create your goals, they align with who you are. We design a strategy for you to help you reach your goals. Then we work with your other advisors, such as attorneys, brokers, and accountants, to implement these recommendations.


Investment Management

In today’s economic environment, obtaining investment information is easy; actually, applying this information to investments that are suitable for you is much more difficult.

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Financial Independence Planning

Financial independence is that point in time where you have accumulated enough resources to maintain your lifestyle as you define it, for the rest of your life.

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Key Employee Planning

KeyAMS helps nonprofit organizations -- such as hospitals, universities, foundations, and charities -- recruit and retain top people, using a strategy that not only rewards key people but keep them in place, without it adding costs to your bottom line.

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Business Owner Planning

If you are a business owner, we help you with financial techniques to recruit, retain, and reward employees.

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Estate Planning and Management

There are 5 components to effective estate planning: distribution, administration, management, income, and taxes.

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Risk Management

We help you protect against life’s many uncertainties.

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