Most of our clients come to us with a certain level of investment, business or estate planning already done by competent advisors.  The question often becomes “why then would they need our help?” What we find is that due to a lack of coordination in their existing planning, there are numerous missed planning opportunities and costly mistakes.  We take a 30,000 foot view on a cross disciplinary basis, allowing us to identify those gaps which occurred by virtue of years of uncoordinated advice and planning.  We are often able to identify significant gaps and by working with other advisors make sure that agreed upon strategies are implemented and maintained over our clients' lifetimes.

Whether our clients are planning to use their business as a retirement asset, improve their tax situation, get on track for children's college expenses, plan for the lifetime needs of a special need child, or ensure their legacy reflects their vision and values – we can help.  We've successfully been doing just that for over 20 years.

We welcome a conversation to see if our approach fits your needs.  Thank you for visiting our website.

Melissa J. Lang, CLU, ChSNC, CLTC

Financial Advisor


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