• Who We Are
    • financial journey
      2. financial journey
      3. We are here for a life long relationship with you and your family through all of life’s events.
      4. How We're Different
      5. Speaking Engagements
      6. News
    • Forward Planning
    • Financial Resources
      2. Financial Resources
      3. Life goes through many changing events and can move so fast that you forget to protect your family. That’s where we step in. We will Forward Plan for your Family Protection so you can have peace of mind when life is moving at fast past.
      4. Services
      5. What to expect
      6. How to prepare
    • Research Tools
    • Protect Your Family
      2. Protect Your Family
      3. If your children are young, I am sure the thought has crossed your mind, “who would raise my children if for some reason I or the other parent are unable to”. It's not an easy thing to consider, but with a simple arrangement of a guardianship, you can have a peace of mind.
      4. Kids protection plan
      5. Family legacy

    Services
    Our boutique firm believes in personalized service for each and every client. Our approach is educational and proactive—we first determine each client's individual needs, desires and values, and then tailor their plan to best fulfill their dreams and desires.

    TRUSTS/WILLS
    PROBATE
    TRUST ADMINISTRATION
    KID'S PROTECTION PLANNING
    GUARDIANSHIPS
    BUSINESS PLANNING
    REAL ESTATE

    We represent individuals, families and business owners throughout life’s ever changing stages.

    TRADITIONAL TWO PARENT FAMILIES or SINGLE PARENTS wishing to provide for and protect their children and themselves

    UNMARRIED COUPLES who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel

    BLENDED FAMILIES negotiating the challenges of creating new relationships with varying expectations

    FAMILY BUSINESS OWNERS seeking ways to protect and expand their companies and considering how and when to transition to the next generation of ownership

    PROFESSIONALS that are seeking to provide maximum protection for their assets

    Individuals desiring to form a CORPORATION, LLC, OR PARTNERSHIP for a business venture and want to ensure that they maintain the maximum protection from personal liability that their chosen entity can provide

    Estate EXECUTORS AND BENEFICIARIES navigating the court process of probate administration

    Family members carrying out the legacy left behind through a TRUST ADMINISTRATION

    EXECUTORS, TRUSTEES AND BENEFICIARIES seeking to resolve conflicts; and a Variety of Community Development and LAND USE issues

    With each of our estate plans we include a no-charge three year review to ensure that as our clients' lives change, so does their estate plan and we ensure that all our clients' assets are held properly for maximum protection. We also include in our planning process a creative way for our clients to pass on more than just their financial assets, but also their intangible, often lost, Intellectual, Spiritual and Human assets as well. And, we have annual membership programs for clients that desire even more service. Whether you participate in one of our annual membership programs, or not we keep all our clients updated regarding changes in the law and issues that might affect their lives.

    So “Forward Plan for your Family Protection” and see the benefits and personal care we offer our clients. From free estate checkups, to basic planning documents for young adult children, we are here to protect you and your family throughout your lifetime and beyond.

    Manage content across your enterprise.

    • By .

    • Energy
      Show descriptions

      Xerox specialists help oil and gas companies and utilities manage increasing demand, escalating costs, and growing competition while navigating a complex regulatory environment.

      > Office Services
      Optimize your office printing environment to improve productivity and reduce costs.
      > Document Advisor Services
      Derive maximum value from your document management processes
      > Finance and Administration Services
      Streamline your business processes for immediate access to your financial information.
      > Imaging and Document Management Services
      Digitize and manage documents for fast access to business-critical information.
      > Litigation Services
      > Product Lifecycle Content Services
      Derive maximum value from your document management processes
      > Creative Services
      Enhance your document creation process with a complete, one-stop design shop.
      > Customer Communication Services
      Improve the return from your investment in customer relationship marketing.
      > Document Production and Publishing Services
      Drive out costs while increasing the effectiveness of your communications.
      > ePrintsourcing
      Manage print requirements easily with a comprehensive single-source solution.
      > Mail and Distribution Services
      Achieve savings and efficiency with expert mailroom management and staffing.
    • Financial Services
      Show descriptions

      Xerox specialists help insurance companies and banks .

      > Document Advisor Services
      Derive maximum value from your document management processes
      > Client Account Lifecycle Management Services
      Cut the complexity of customer account management with an agile, digital approach.
      > Imaging and Document Management Services
      Digitize and manage documents for fast access to business-critical information.
      > Litigation Services
      > Mortgage Services
      Shorten the mortgage origination process, underwrite more loans, and speed their sale on the secondary market.
      > Creative Services
      Enhance your document creation process with a complete, one-stop design shop.
      > Customer Communication Services
      Improve the return from your investment in customer relationship marketing.
      > Mail and Distribution Services
      Achieve savings and efficiency with expert mailroom management and staffing.
      > DocuShare ECM Software Platform
      Manage content across your enterprise.
    • Health Care
      Show descriptions

      Xerox specialists help health care providers and health insurers .

      > Office Services
      Optimize your office printing environment to improve productivity and reduce costs.
      > Document Advisor Services
      Derive maximum value from your document management processes
      > Finance and Administration Services
      Streamline your business processes for immediate access to your financial information.
      > Litigation Services
      > Creative Services
      Enhance your document creation process with a complete, one-stop design shop.
      > Document Production and Publishing Services
      Drive out costs while increasing the effectiveness of your communications.
      > Mail and Distribution Services
      Achieve savings and efficiency with expert mailroom management and staffing.
      > DocuShare ECM Software Platform
      Manage content across your enterprise.
    • High Tech and Communications
      Show descriptions

      Xerox specialists help high tech and telecommunications companies meet the demands of global markets while overcoming the challenges of diminishing margins and intense competition.

      > Office Services
      Optimize your office printing environment to improve productivity and reduce costs.
      > Document Advisor Services
      Derive maximum value from your document management processes
      > Client Account Lifecycle Management Services
      Cut the complexity of customer account management with an agile, digital approach.
      > Finance and Administration Services
      Streamline your business processes for immediate access to your financial information.
      > Imaging and Document Management Services
      Digitize and manage documents for fast access to business-critical information.
      > Litigation Services
      > Product Lifecycle Content Services
      Derive maximum value from your document management processes
      > Creative Services
      Enhance your document creation process with a complete, one-stop design shop.
      > Customer Communication Services
      Improve the return from your investment in customer relationship marketing.
      > Document Production and Publishing Services
      Drive out costs while increasing the effectiveness of your communications.
      > Mail and Distribution Services
      Achieve savings and efficiency with expert mailroom management and staffing.
    • Public Sector
      Show descriptions

      Xerox specialists help the public sector — including K12 education, higher education, state and local governments, and federal governments — offer improved services even with reduced resources and increased focus on ensuring a safe environment.

      > Office Services
      Optimize your office printing environment to improve productivity and reduce costs.
      > Document Advisor Services
      Derive maximum value from your document management processes
      > Client Account Lifecycle Management Services
      Cut the complexity of customer account management with an agile, digital approach.
      > Finance and Administration Services
      Streamline your business processes for immediate access to your financial information.
      > Imaging and Document Management Services
      Digitize and manage documents for fast access to business-critical information.
      > Creative Services
      Enhance your document creation process with a complete, one-stop design shop.
      > Customer Communication Services
      Improve the return from your investment in customer relationship marketing.
      > Document Production and Publishing Services
      Drive out costs while increasing the effectiveness of your communications.
      > ePrintsourcing
      Manage print requirements easily with a comprehensive single-source solution.
      > Mail and Distribution Services
      Achieve savings and efficiency with expert mailroom management and staffing.
      > DocuShare ECM Software Platform
      Manage content across your enterprise.
    • Manufacturing
      Show descriptions

      Xerox specialists help the automotive .

      > Document Advisor Services
      Derive maximum value from your document management processes
      > Finance and Administration Services
      Streamline your business processes for immediate access to your financial information.
      > Litigation Services
      > Product Lifecycle Content Services
      Derive maximum value from your document management processes
      > Creative Services
      Enhance your document creation process with a complete, one-stop design shop.
      > Mail and Distribution Services
      Achieve savings and efficiency with expert mailroom management and staffing.
      > DocuShare ECM Software Platform
      Manage content across your enterprise.
    • Retail and Consumer Products
      Show descriptions

      Xerox specialists help retailers and consumer products manufacturers focus on winning customer mind share while streamlining document processes and reducing costs.

      > Office Services
      Optimize your office printing environment to improve productivity and reduce costs.
      > Document Advisor Services
      Derive maximum value from your document management processes
      > Finance and Administration Services
      Streamline your business processes for immediate access to your financial information.
      > Imaging and Document Management Services
      Digitize and manage documents for fast access to business-critical information.
      > Litigation Services
      > Product Lifecycle Content Services
      Derive maximum value from your document management processes
      > Customer Communication Services
      Improve the return from your investment in customer relationship marketing.
      > Document Production and Publishing Services
      Drive out costs while increasing the effectiveness of your communications.
      > Mail and Distribution Services
      Achieve savings and efficiency with expert mailroom management and staffing.
      > DocuShare ECM Software Platform
      Manage content across your enterprise.

    Xerox .

    All Departments
    Show descriptions
    Document Production and Publishing Services
    Drive out costs while increasing the effectiveness of your communications.
    DocuShare ECM Software Platform
    Manage content across your enterprise.
    Imaging and Document Management Services
    Digitize and manage documents for fast access to business-critical information.
    Office Services
    Optimize your office printing environment to improve productivity and reduce costs.
    Finance
    Show descriptions
    Client Account Lifecycle Management Services
    Cut the complexity of customer account management with an agile, digital approach.
    Creative Services
    Enhance your document creation process with a complete, one-stop design shop.
    Customer Communication Services
    Improve the return from your investment in customer relationship marketing.
    Document Advisor Services
    Derive maximum value from your document management processes
    Document Production and Publishing Services
    Drive out costs while increasing the effectiveness of your communications.
    DocuShare ECM Software Platform
    Manage content across your enterprise.
    ePrintsourcing
    Manage print requirements easily with a comprehensive single-source solution.
    Finance and Administration Services
    Streamline your business processes for immediate access to your financial information.
    Imaging and Document Management Services
    Digitize and manage documents for fast access to business-critical information.
    Mail and Distribution Services
    Achieve savings and efficiency with expert mailroom management and staffing.
    Office Services
    Optimize your office printing environment to improve productivity and reduce costs.
    Human Resources (HR)
    Show descriptions
    Creative Services
    Enhance your document creation process with a complete, one-stop design shop.
    Customer Communication Services
    Improve the return from your investment in customer relationship marketing.
    Document Advisor Services
    Derive maximum value from your document management processes
    Document Production and Publishing Services
    Drive out costs while increasing the effectiveness of your communications.
    DocuShare ECM Software Platform
    Manage content across your enterprise.
    ePrintsourcing
    Manage print requirements easily with a comprehensive single-source solution.
    Imaging and Document Management Services
    Digitize and manage documents for fast access to business-critical information.
    Mail and Distribution Services
    Achieve savings and efficiency with expert mailroom management and staffing.
    Office Services
    Optimize your office printing environment to improve productivity and reduce costs.
    Information Technology (IT)
    Show descriptions
    Customer Communication Services
    Improve the return from your investment in customer relationship marketing.
    Document Production and Publishing Services
    Drive out costs while increasing the effectiveness of your communications.
    DocuShare ECM Software Platform
    Manage content across your enterprise.
    Imaging and Document Management Services
    Digitize and manage documents for fast access to business-critical information.
    Mail and Distribution Services
    Achieve savings and efficiency with expert mailroom management and staffing.
    Office Services
    Optimize your office printing environment to improve productivity and reduce costs.
    Legal
    Show descriptions
    Customer Communication Services
    Improve the return from your investment in customer relationship marketing.
    Document Advisor Services
    Derive maximum value from your document management processes
    Document Production and Publishing Services
    Drive out costs while increasing the effectiveness of your communications.
    DocuShare ECM Software Platform
    Manage content across your enterprise.
    Imaging and Document Management Services
    Digitize and manage documents for fast access to business-critical information.
    Litigation Services
    Office Services
    Optimize your office printing environment to improve productivity and reduce costs.
    Mailroom
    Show descriptions
    Customer Communication Services
    Improve the return from your investment in customer relationship marketing.
    Document Advisor Services
    Derive maximum value from your document management processes
    Document Production and Publishing Services
    Drive out costs while increasing the effectiveness of your communications.
    DocuShare ECM Software Platform
    Manage content across your enterprise.
    ePrintsourcing
    Manage print requirements easily with a comprehensive single-source solution.
    Imaging and Document Management Services
    Digitize and manage documents for fast access to business-critical information.
    Mail and Distribution Services
    Achieve savings and efficiency with expert mailroom management and staffing.
    Office Services
    Optimize your office printing environment to improve productivity and reduce costs.
    Marketing
    Show descriptions
    Client Account Lifecycle Management Services
    Cut the complexity of customer account management with an agile, digital approach.
    Creative Services
    Enhance your document creation process with a complete, one-stop design shop.
    Customer Communication Services
    Improve the return from your investment in customer relationship marketing.
    Document Advisor Services
    Derive maximum value from your document management processes
    Document Production and Publishing Services
    Drive out costs while increasing the effectiveness of your communications.
    DocuShare ECM Software Platform
    Manage content across your enterprise.
    ePrintsourcing
    Manage print requirements easily with a comprehensive single-source solution.
    Imaging and Document Management Services
    Digitize and manage documents for fast access to business-critical information.
    Mail and Distribution Services
    Achieve savings and efficiency with expert mailroom management and staffing.
    Office Services
    Optimize your office printing environment to improve productivity and reduce costs.
    Product Lifecycle Content Services
    Derive maximum value from your document management processes
    Print/Copy Center
    Show descriptions
    Document Advisor Services
    Derive maximum value from your document management processes
    Document Production and Publishing Services
    Drive out costs while increasing the effectiveness of your communications.
    DocuShare ECM Software Platform
    Manage content across your enterprise.
    ePrintsourcing
    Manage print requirements easily with a comprehensive single-source solution.
    Imaging and Document Management Services
    Digitize and manage documents for fast access to business-critical information.
    Mail and Distribution Services
    Achieve savings and efficiency with expert mailroom management and staffing.
    Office Services
    Optimize your office printing environment to improve productivity and reduce costs.
    Research and Development (R&D)
    Show descriptions
    Creative Services
    Enhance your document creation process with a complete, one-stop design shop.
    Document Production and Publishing Services
    Drive out costs while increasing the effectiveness of your communications.
    DocuShare ECM Software Platform
    Manage content across your enterprise.
    Imaging and Document Management Services
    Digitize and manage documents for fast access to business-critical information.
    Office Services
    Optimize your office printing environment to improve productivity and reduce costs.
    Product Lifecycle Content Services
    Derive maximum value from your document management processes
    Sales
    Show descriptions
    Client Account Lifecycle Management Services
    Cut the complexity of customer account management with an agile, digital approach.
    Creative Services
    Enhance your document creation process with a complete, one-stop design shop.
    Customer Communication Services
    Improve the return from your investment in customer relationship marketing.
    Document Advisor Services
    Derive maximum value from your document management processes
    Document Production and Publishing Services
    Drive out costs while increasing the effectiveness of your communications.
    DocuShare ECM Software Platform
    Manage content across your enterprise.
    ePrintsourcing
    Manage print requirements easily with a comprehensive single-source solution.
    Imaging and Document Management Services
    Digitize and manage documents for fast access to business-critical information.
    Mail and Distribution Services
    Achieve savings and efficiency with expert mailroom management and staffing.
    Office Services
    Optimize your office printing environment to improve productivity and reduce costs.
    Product Lifecycle Content Services
    Derive maximum value from your document management processes

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