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.

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Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Michael Hopper – April 2025

Recent market volatility and natural disasters have shown how important it is to have your financial plan reviewed and updated.
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A man drapes his arm over a woman's shoulder as they face away from the camera. It appears they are looking at damage to a house and vehicle caused by a fire.

Trusts & Insurance: Protect Your Home From Tornadoes, Fires, and Claim Denials

One omission from your homeowner's insurance policy can cost you in the event of a disaster.
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A hand holds a compass against the background of a wood plank path that eventually diverges into two paths.

Navigating Volatile Markets

Savvy investors can find calm in the rough waters by sticking to a proven portfolio diversification strategy with regular rebalancing.
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Whittney Stauffer Joins Friends of Finance

April 2025 Investment Perspectives

We discuss how to handle the recent and how to protect your financial plan in the event of a natural disaster.
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