Advanced Planning

Advanced Planning

Below are a few brief videos that highlight the different advanced planning techniques we use, and how our approach makes the practice unique. We look at each client's situation with a personalized point of view. These videos highlight some of the different ways we tailor the advice we give to you as an individual.

Financial Planning

Strategic Gifting

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Legacy Planning

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Extended Team: Financial & Tax Planning

Heather Osborn

Heather Osborn, CFP®, AAMS®, CExP™, CWA®, CLU®

Director of Wealth Planning

Timothy Steffen

Tim Steffen, CPA-PFS, CFP®, CPWA®

Director of Advanced Planning

Brad Bartick

Brad Bartick, CFP® CWS®

Wealth Planner

Eric Wikstrom

Eric Wikstrom, CPA, CFP®

Tax Strategist