YOUR FAMILY'S CFO
Our mission: To provide our clients and their families with worry free management of all their estate and financial planning affairs.
Geoff Badger heads up our financial planning services. Geoff asks clients questions that get them thinking holistically about their financial and estate priorities. Our Team then designs a Family Financial Strategy—with investment, estate, retirement, philanthropic and wealth protection plans.
Our greatest strength is helping people clearly articulate their goals and working collaboratively with their team of professional advisors to develop a comprehensive plan to accomplish them. Money by itself means nothing—it only has value when it helps you achieve what matters most to you in your life.