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Planning With Purpose

Creating personalized, strategic plans that protect wealth and family values for generations.

Planning With Purpose is a relationship-based wealth management service for all life stages.

Our goal is to work with our clients throughout their lives, so they understand their financial strategy options whatever their life stage or evolving needs.

Estate, tax, and trust planning are more than forms to fill out and documents to execute. They're the legal processes that ensure your future looks the way you want while providing the financial security and flexibility to meet your present needs.

You want absolute certainty that your final wishes will be carried out, and your family will be protected after you're gone. Providing that assurance is at the crux of our relationship-based approach to trust and estate planning.

Image of a statue of lady justice, representing th work of Planning with Purpose.
Wealth planning for every life stage
Every estate plan has a life cycle; make sure yours stays on course to protect you and your loved ones.

Our services are unique in that we listen to your hopes, dreams, and desires, learn about your family, your finances, and work with you to create a holistic estate plan, all while giving you pricing options to accomplish your goals.

  • Trust-based Planning

    Establish a living trust for ease of transfer of assets in the event of incapacity or death

  • Will-based Planning

    Designate who you want to receive your assets without placing them into a living trust

  • Power of Attorney

    Designate an individual to make decisions and take actions on your behalf

  • College Student Care Package

    Specify the use of a trust for education, including tuition and associated costs

  • Special Needs Trust Planning

    Provide for loved ones without compromising their eligibility for government benefits

  • Irrevocable Life Insurance Trust

    Control your policies while you're alive and distribute proceeds after you're gone

  • Gift Trust

    Avoid taxes while still giving directly to beneficiaries with the use of a trust

  • Charitable Giving and Trusts

    Use a trust to benefit your loved ones and a charity at the same time

  • Estate and Business Tax Planning

    Plan for the settlement of your estate's business taxes after you're gone

  • Small Business Continuity

    Establish prevention and recovery systems to protect your business against risks

  • Medicaid Planning

    Safeguard your future health and wellness with Medicaid planning services

  • Income Tax Planning

    Ensure you're minimizing your obligation with strategic income tax planning

  • Trust Administration

    Establish advisory services to administer your or a loved one's trust

  • Probate Administration

    Get well-versed management and distribution of assets following a loved one's passing

  • Trustee Services

    Financial counseling for the responsible stewardship of inherited wealth

  • Disability Trust Administration

    Expertise for difficult-to-manage trusts

Relationship-Based Estate Planning
Creating plans that protect wealth and family values for generations through estate planning.