Ignite: Not your typical virtual advisor

The world is constantly changing, and your financial plan should adapt and grow with it.

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Individuality

Create a plan that’s distinctly yours

You are your own person, and your finances are no different. You need tools that meet your specific needs and find solutions to your specific issues.

Partnership

Money decisions made easier

We’re here to support you and your plan financial planning advice with a team of financial professionals who have a fiduciary duty of care and loyalty to our clients.

Convenience

Financial advice from the comfort of your own couch, beach, or wherever you may be

Regardless if it’s for your business or your personal life, you should have a clear picture of your wants and needs. Let us help you determine realistic, attainable, and purpose-driven steps so that you can achieve your definition of success.

Benefits Integration

Put your employer to work

There could be untapped value in your company’s benefits package, so why not utilize it? Potentially maximize these offerings and integrate them into a holistic plan focused on you.

Whole Picture

See every aspect of your financial life

We believe financial planning should be a look at the whole picture, not just one piece of it. You need a service that considers all of your financial activities including your cash flow, savings, and debt so that we can help you make a plan to get you want you want out of life.

Set your finances on the right course.

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Insights

Stay in tune with the latest information.

Cheryl Donaldson

Principal

Financial Planning

401(k) Planning for 2023

Principal Cheryl Donaldson shares an overview on the potential long-term value of maximizing 401(k) savings and the optimal 2023 401(k) contribution election amounts.

Paul Chmielewski

Partner

Tax Strategies

2023 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2023.

Judith Gordon

Principal

Estate Planning

A Primer on Planning for a Special Needs Child

Caring for a person with special needs has unique challenges and often requires significant resources to cover the additional expenses for care. Special needs planning…
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James Izard II

Partner

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.