Jon Milliken, CEPA®, LUTCF
Business Succession Specialist
Our Mission
Our mission is to help maximize the creation and preservation of the wealth of our clients through a unique, proprietary, and disciplined planning and review process. Working towards a defined financial strategy that allows our clients and their family to retain their income in the case of death or disability. By defining goals, developing a clear picture of the future, and reviewing current positioning we work with our clients to develop a plan and put it into action.
Building Relationships, Building Futures
Your financial and lifestyle goals are top priority. Our collaborative process is designed to help you identify, prioritize and implement strategies to help you build and manage your wealth. Our clients enjoy a trusting and comfortable relationship where they can take part in planning for their future.
Understanding the Alternate Valuation Date
Four Great, Unexpected Places to Raise a Family
Raising Healthy Children