Our history is somewhat unique. Nineteen eighty-three was the first year that several new tax laws were fully being felt by our clients. We began to do seminars on pension and estate planning. For this we built a successful practice, yet we felt something was missing.

It always seemed that no matter how hard we tried, our clients were not getting to their maximum financial potential.

It was difficult to fully prepare for an unknown future. Rates of return were not as predicted. Every client experienced different inflation rates. Unpredictable calls for capital due to technological change or propensity to consume changed our clients' worth. We were discovering that our clients needed to do more.

In 1993 we had the good fortune to discover the all encompasing planning system we use today. Since 1993, we have been using the LEAP^® SYSTEM to create an environment for you, our clients, to maximize your wealth, create a successful financial life, and pass on assets to people or institutions you care about.