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Find Your Independence

Find Your Independence

Financial freedom is about identifying what is important to you; aligning resources to live the way you and your family intended.

Your financial future

How can someone tell you what to do with your money before they understand what your money has to do for you?

Our approach covers every aspect of your financial life. We integrate each decision to move you closer to your intentions.

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Client Centered

An intentional approach to managing wealth.

plat∙form:

plat∙form:

A declaration of the principles and a means to communicate ideas to a group.

plat: a beginning from which to build; a plan

form: bring together or combine to create; a manifestation

Who We Serve

Pre-Retiree

Pre-Retiree

How much is enough? Are you thinking of doing more of what you love or ready to tackle the next adventure? Let’s engage and build a roadmap for those next milestones.

Retiree

Retiree

Looking to make the most of the next 30-40 years with an eye on making memorable experiences and making the time count? Are there legacy questions you have not worked out or life planning you have not explored?

Women & Wealth

Women & Wealth

Women control most of the wealth in America today. With that comes more complex questions around protecting wealth and income planning.

A Business Owner

A Business Owner

Personal and Business often intertwine, needing some additional care. Growth and Succession require careful planning. Share with us your vision.

Next Generation

Next Generation

Caring for aging parents while taking care of your immediate family and navigating wealth transfer conversations with family members can be daunting. We can help you find a sensible approach to care and prepare for what is to come.

Our Latest News

What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
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Replacing Your Medicare Card

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
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What Is the Dividend Yield?

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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