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Tools for Advisors

How We Can Help You

For Professional Advisors Tools For Advisors

Tools for Advisors

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. Our services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

 
Whatever Your Passion, We Can Make It Your Legacy.

What Will Your Legacy Be?

Mary Kay Bernosky
Vice President of Development
Philip A. Woods
Gift Planning Officer
Dorinda J. Grove
Development Administrator