Our mission is to continuously improve the quality of life for all of the business owners and impact families who call central Virginia home.
We are a business continuity and success(ion) planning firm. We work with private and family-owned businesses, practicing professionals, and personal clients.
By being your advocate, we will help you get your financial house in good order, insure your maximum human life value, and help you leave a legacy.
Closely-held businesses come with multiple opportunities and challenges. Our suite of services includes business continuity planning, retirement planning, executive benefits, tax efficient strategies and individual financial planning for owners and employees of closely-held businesses.
We manage qualified retirement plans for professional practices and we provide financial planning services to individuals on their personal financial situations.
We help individuals and families plan for and execute a vision for a bigger future. Our objective is to create time and space for the thinking that is possible for mapping out an intentional path to living.