Kevin F. Bain

Our vocation is to assist clients in identifying the core values, beliefs, and legacy they want to perpetuate for themselves, their families, and their communities. This is accomplished through a dynamic process of design, coordination, implementation, and regular review of strategies aimed at achieving the goals and objectives of the client.

The planning process and strategic view allows individuals to maintain their financial independence and immortalize those core values and beliefs by consciously developing the management and distribution of their wealth during their lives and after their death among heirs, charity, and society.