Providing individuals, families, and businesses with
fiduciary services and unbiased financial advice since 1981.

Protecting Your Assets | Growing Your Wealth | Advising You For Life

We offer asset protection and investment management strategies to help you conserve your assets during your lifetime and pass them to future generations and charities. We provide fiduciary services and independent, unbiased financial advice about your estate, retirement planning, and business succession.

Our Latest.

Returning Stimulus Payments Made to Deceased Individuals

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Have you received a stimulus payment made to your deceased spouse? Here is how to return it.

Adoption and Estate Planning

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If you (or a family member) ever placed a child for adoption and don't want him to be an heir, you should revisit your estate planning documents.
Healthcare Worker

Collective Healing Process - Dispatches From Route 66

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The current pandemic created tough challenges for our community. And much like the OKC Bombing 25 years ago, we are collectively supporting each other. Read more.
Oil field at sunset

Subzero Oil Prices and the Storage Problem

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U.S. crude sold at -$37.63 a barrel on Monday, a historic drop below zero. How did we get to this point in the oil and gas industry?
Social Distancing

What Will Your "New Normal" Look Like?

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How will the COVID-19 social distancing affect your life going forward? Read.

Don't Touch Your Portfolio (Or Your Face!) - Dispatches From Route 66

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Investment Dos and Don'ts During Recession.

April 2020 Investment Perspectives

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Our experts comment on the impact of the coronavirus on stock market returns and more.

ViewPoint - Our Offices Are Open

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Our offices are open and our professionals continue to serve you. Read more.

CARES Act Signed by President Trump Impacts Retirement Plans

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Historic financial stimulus bill includes provisions that impact retirement plans and how businesses can support employees affected by the COVID-19 outbreak.

Outlast The Storm

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You can't control the stock markets nor stop COVID-19. Managing investments in the midst of the pandemic.

The End of the Stretch IRA

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The SECURE Act eliminated a popular feature, the “Stretch IRA.” Learn how this will impact your estate planning and charitable contributions.

Tax Day Delayed To July 15

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As COVID-19 grips the nation, the IRS delayed the deadline to file and pay federal income taxes. Read more.

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