Our Mission


Assist non-profits and financial professionals in helping their clients/donors effectively control and use their financial life support systemsTM to take care of themselves and their families while fulfilling their heart-felt giving desires.


Help clients/donors maintain control of what they have while attaining more through the use of Charitable CapitalTM.


Help non-profits increase their planned giving contributions.


  To Accomplish Our Mission


We are sensitive to the hopes, dreams, fears, desires, values and feelings of clients/donors.


We maintain a vast field of knowledge while teaming with charitable organizations and professional advisors.


We think dynamically while using simple practicality in accomplishing their planned giving initiatives.


Serving Non-Profits And Professional Advisors

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