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 weeks pick is Penelope Architect. Penelope Bourbon created a series of four grain expressions that pleases the palate of bourbon connoisseurs and novices, alike. The Architect is the new blueprint for the future of precision blending. The first build in this...
This week on The Money Puzzle Podcast Brian Ramsey and Eric Douglas talk about the importance of beneficiary designations and keeping beneficiaries updated. Making sure that these instructions are in place and frequently reviewed. Things change so you need to ensure...
This weeks pick is Basil Hayden Toast. At 80 proof and an entirely new mashbill, replacing the traditional rye grain with brown rice, which adds a hint of sweetness and a touch less spice with increased depth of flavor that comes from secondary aging in a toasted then...
This week on The Money Puzzle Podcast Brian Ramsey and Eric Douglas ask you if you have an issue with your back, where do you go? You call a doctor, right? If you're going to build a building, who do you call? You call an architect. When it comes to your retirement...