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Business Exit Readiness Index Who We Are Organize Your Financial Life Plan for the Future
 

Our Process Sets Us Apart

The first two steps of our process will determine if or to what extent we should work together. There is no cost, obligation or pressure for this second opinion of your previous planning.

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Our Value Proposition

We help you accomplish your financial planning goals with a greater sense of confidence and probability of success.

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Our Team

Our team of specialists offer a wide range of services that are coordinated and calibrated to your specific needs.

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Understanding Today's Financial Environment

We understand that people  face unique challenges as they build wealth and plan for the future. We help you by planning for tomorrow so you can live for today. Whether your goal is preparing for retirement, selling your business, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have decades  of experience in financial services. We look forward to working with you through all stages of your life.

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Plan for your Company's Survival

When it's time to pass the torch, how do you keep it lit? 

Managing Partner & Financial Planner, Craig Bartlett, CFP®, CRPC®, CBEC® talks through a successful succession strategy and how to ensure the continuation of your family business for generations to come. 

Read the WBD Insight here!

Willy Wonka & the Succession of the Chocolate Factory

Our Financial Planning Manager, Bryan P. Murray, CFP®, walks through his financial planning perspective of Charlie and the Chocolate Factory. Turns out it was a story about business succession the entire time!

Read the WBD Insight here!

Helpful Content

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.