Family Wealth Planning Partners
Planning for your future has never been more meaningful. We’re an innovative firm helping families create tailored financial plans.
Making informed decisions requires a look at the big picture. We parter with clients regarding their financial goals to provide them a bird's-eye view of their wealth’s potential.
Educated families make better decisions which can lead to greater results.
All of our wealth managers are capable and willing to assist in the following areas:
- Wealth Management
- Retirement Planning
- Asset Protection
- Lifetime Income
- Cash Flow Analysis
- Life Insurance
- College Savings Planning
- Retirement Cash Flow
Get To Know Us Through Our Podcast
We record a podcast and host a television show of the same name covering a litany of financial and business related topics. It’s a great way to get to know us and how we approach our work. We hope you enjoy and be sure to subscribe to get notified when we release new episodes.
Family Wealth Planning Video
This week's pick is Old Forester 1897 Bottled in Bond. To honor a historical moment in bourbon history which was the U.S. Bottled-in-Bond Act of 1897. This expression follows the Bottled in Bond standards that whisky must be aged in a federally bonded warehouse for...
NEW EPISODES! This past Saturday we premiered one of our new episodes of the Money Puzzle TV Show. This week Brian Ramsey and Chris Vaughn are talking about the importance of retirees having a plan in place that says, yes, my portfolio can withstand the volatility and...
This week's pick is 1870 Original Batch echoes George Garvin Brown’s original batching process. Back then, Brown batched barrels obtained from three distilleries to create a consistent flavor profile. To emulate that process today, we also select barrels from three...
NEW EPISODES! This past Saturday we premiered one of our new episodes of the Money Puzzle TV Show. This week Brian Ramsey and Chris Vaughn are talking about the biggest expense you're going to have to in your lifetime. And I'll bet you spend hardly any time during the...