Give it is where purpose and prosperity collide. You have accumulated enough to protect your life and interests and now might find yourself wondering; How much should I spend? Should I give it away and if so, to who? I will have much more than I will need, should I leave it to the kids? To a charity? What purpose does my money serve and how can I minimize what Uncle Sam or a long term care facility will take?

We are here to help you live as a steward of your wealth, understanding your options and making choices that fuel your passions and elevate your sense of purpose.