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Let's Talk.

A Thankful Future

"Do something today that your future self will thank you for.

—Anonymous


Are you the type of person who believes in a better tomorrow?  Whether you are a meticulous planner or more of an idealist dreamer, if you believe in a positive future, the next step is to take action.



I am fortunate to partner with individuals, families, and organizations who are committed to improving our community through their giving. For many, this includes establishing an endowment fund for a cause they care deeply about.        


Endowments are permanent, self-sustaining, invested funding sources. Each year a portion of the fund is allocated to support your intent while the remaining balance is invested to build the value of your fund and future distributions.


There are numerous types of funds (Scholarship, Donor-Advised, Designated, Field of Interest, etc.) as well ways to give (Securities, IRA Required Minimum Distributions, Will and Estate Provisions, Life Insurance etc.).


If you are interested in learning more, Let’s Talk!


Your community and future self will thank you for taking action.

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