Craig Toberman (CFA, CFP®, CPA, MBA)

Craig Toberman focuses in the
following client markets or areas of practice:

Business Owners

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Welcome,

Thank you for visiting. We value the opportunity to plan your future, invest with your confidence, reduce your taxes, and extend your legacy. Yet, our mission is deeper.

We believe wealth is a tool for remarkable good when managed with 1) clarity, 2) organization, and 3) communication.

Wealth has a powerful ability to shape the values of your children, grandchildren, and great-grandchildren, but it can also come between them if even one of these factors is missing.

We are here to walk with you for generations. From our family to yours, let’s create a plan to grow your wealth and bring your family closer in the process.

Craig