This hour is about the three-pillar approach I use with clients to bring their taxes, investments and giving into one plan: Keep. Grow. Give. It’s how I help families find peace with their money and put their legacy plans in place. You’ll hear the planning opportunities people often miss, the mistakes I see investors make, and what thoughtful giving can do.

Where it began. In 1999, a client about to retire came to my office straight from a meeting at a large brokerage firm about his retirement account. He was frustrated and upset. He sat down and asked me, “Why don’t you do it?” His situation was complex: a significant amount of his employer’s stock in his retirement plan, stock options, and a generous wish to give. He trusted me with it, so I formed a professional team, gave him a thorough analysis, and supported him through his critical decisions. Together we built one plan around his taxes, his investments and a charitable trust. Years after his passing, his wife still benefits from his trust, and it supports the causes she cares about most.

That experience shaped how I have worked with every client since: Keep, Grow and Give, with giving built into the plan for those who are charitably inclined. Other clients have since benefited from the same kind of planning, and many have reached their financial goals.

The long table on this page is set and waiting. Who will sit there with you, and after you?