Provide holistic financial planning solutions to families. Services range from modular planning (one area of financial planning only) to comprehensive/holistic financial planning. Our planner holds the following professional designations: Certified Financial Planner (CFP) professional, Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Accredited Estate Planner (AEP), and Accredited Tax Advisor (ATA). In addition, he is a Certified Specialist in Planned Giving (CSPG) and a graduate of the National Planned Giving Institute at the College of William and Mary.