About Us

About Your Ducks

Your Ducks is a collaboration of two businesses (investment advisory firm + estate planning law firm). These firms have combined their expertise to create a synergy in customer service. Your Ducks exists to better serve clients by offering a holistic approach to financial health. Your Ducks offers a simplified, organized, and coordinated approach to financial planning, investment advice and estate planning services. Your Ducks offers a one-stop shop for those looking to get their (financial) ducks in a row.

Mission & Goals

At our core, we are focused on providing heightened service to our clients, by helping them to:

  • Articulate and meet financial goals;
  • Make great financial decisions;
  • Protect their family and nest egg.

Get Your Ducks In A Row

It can be overwhelming to coordinate the pieces that make up your financial life – managing your cash and investment portfolios, and planning for the “what-ifs.” Take the guesswork out of it and let us help you get Your Ducks in a row.

We try to give our lawyer services away for free. Ask us how.

Are you afraid of calling a lawyer to draft your trust because of what it may cost?

Our Approach

We listen and relate to our clients. It’s often the little things about you that help answer some of the bigger questions within your financial world. There is not a “one-size-fits-all” approach. Nobody has your unique combination of income, experience, goals, concerns, and anything else that drives your financial decisions. Rather than using a cookie-cutter approach, we create a financial plan personalized to you, your family and your needs.

We’ve managed hundreds of millions of dollars and had hundreds of clients as well as brand-new investors just looking to get started. We’ve found that everybody’s end goal is the same – financial security, being in a position to give back and being able to take care of their family. Many people simply need a road map and encouragement to get where they want to go. If you haven’t (yet) put yourself in the position to make big financial decisions, get ready – we are here to help with that.

Our current and past clients all have stories that can help you. No matter what book you read, what advice your family member or co-worker gives you, how much you put in your 401(k) – it’s often how you manage and are consistent with your choices that will get you to your goals. One of the hardest things for an investor is to make great financial decisions when things aren’t straightforward. When you have a clear plan, you are more equipped to take emotion out of your financial decisions and stick to a strategy that effectively moves you closer to your goals.

Let’s work together on your plan and make this your story.

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Our Services

Financial Consulting

Sound investment advice starts with a goal. We help you identify the best strategy to achieve your goal. We listen and speak from many years of experience to help each specific client achieve their desired goals.

Wills & Trusts

Planning for the what-ifs in life shouldn’t cost an arm and a leg. Protecting yourself, your family, and your legacy shouldn’t be out-of-reach for any reason. We provide comprehensive, reasonably-priced estate planning services. Let’s work together to get your will or trust set up – on your schedule and through a process designed to best serve you.”