Todd S. Healy
Clients need solutions that enable them to identify and pass along to future generations the personal financial values that have...
Carolyn J. Smith
“Thirty years as tax partner and partner in charge of Private Client Services with Padgett Stratemann & Co. were a...
Jay F. Wheless
“Family businesses are near and dear to my heart. They present great opportunities as well as formidable challenges for family...
Celeste C. Moya
“The various industry roles I have held have helped me view life insurance from many different perspectives and really understand...
Our Team, Your Legacy
Notification services comprise periodic policy reports and information typically originating from life insurance companies. The data may be clear but the implications usually are not, and we add the clarity you need to make informed decisions.
Proactive services sustain clarity—alerts from monitoring your policies, insights on changes in the financial landscape, heads-up about future opportunities and obstacles.
Reactive services encompass changes, questions, and concerns you need resolved. You contact us. We respond ASAP. We are your advocates for communication with insurers or other resources that impact your plan.
Consultation services start with annual analysis of your policies and your goals. When family or business changes come up, we define your options, recommend modifications, and coordinate execution so planning goals will be achieved.