Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.


Advisors

Advisor photo for Michael Morger

Michael Morger

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Michael Morger's website
Advisor photo for Kimberly Thompson

Kimberly Thompson

MBA

Financial Advisor

Visit Kimberly Thompson's website


Team

Diane Fornash

Diane Fornash

Administrative Assistant

Mary Kuenzig

Administrative Assistant

Qualifications

  • Bachelor of Science in Finance, University of Dayton, 1980
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