Our Services

We believe that many clients' number one fear in retirement may be running out of money. Having a Financial Wellnes Plan may help you get on track and stay on track for your retirement goals.

Business & Estate Advisers listen to you, discover your goals and guide you through the 6-step process to Financial Wellness. Our experienced Wealth Advisers can help you design strategies intended  to keep together what you've worked so hard to put together. We strive to know what your expectations are for us, and we also want you to know what our expectations are for you. We want to know what's really important to you and put a plan together that may help you accomplish your goals for the reasons that are important to you.



  1. The Financial Wellness Plan: Helping you navigate through 6-steps to financial wellness
  2. Retirement Planning: Helping you get on track and stay on track.  Exploring how to meet your retirement goals
  3. 401 (k) Plans since 1978: Helping your company custom-design, manage and administer your retirement plan
  4. Business Succession Planning: Helping guide you to better protect your closely-held business
  5. Buy-Sell Funding: Working with your tax and legal advisers to help fund your business succession plan
  6. Executive Compensation (Tax-Deductible Plans): Helping you recruit, reward, retain and retire key employees
  7. Executive Financial Planning: Helping you build a clear picture of your financial needs
  8. Informal Business Valuation Services: Helping you transition your business on your terms
  9. Key Person Insurance Review: Helping you implement a strategy designed to protect human capital
  10. Retirement Income Analysis: Helping you plan retirement paycheck and "playchecks"¹
  11. Estate Planning: Coordinating your assets with your trusts and other legal documents 
  12. Insurance Review: Helping you keep together what you've worked so hard to put together
  13. Social Security Study: Looking at what age may be most appropriate for you to start taking your Social Security benefits. Should you begin benefits at age 62, "normal retirement" or somewhere between ages 62 and 70?
  14. Investment Tax Planning: working with your accountant or CPA to ensure your investments are aligned with your tax planning objectives. Helping you with tax-deferred, tax-preferred and tax-free investments.
  15. Philanthropy Consulting: helping you build true wealth by exploring charitable estate planning strategies and techniques. Is a donor-advised fund right for you and your family?

Our Value Proposition

  1. Retirement Planning – working to help you retire with confidence and purpose
  2. Investment Strategies — we guide and help you decide
  3. Business and Estate Adviser services coordinated with your tax and legal counsel —serving you the way we want to be served

Your Client Bill Of Rights

  • Clients have the right to be served the way YOU want to be served
  • Clients have the right to  proactive service
  • Clients have the right to abundant communication and education
  • Clients have the right to get a person on the phone when they call, not a recording
  • Clients deserve to have their phone calls and emails returned promptly, thoroughly, and accurately
  • Clients deserve to have a GUIDE to help make smarter choices with YOUR money
  • Clients should have YOUR needs and wishes addressed with genuine care

You deserve answers to these questions

  1. Could I run out of money in retirement?
  2. Do I have enough money to meet my goals?
  3. Am I on track? 
  • We understand that you are in control of your financial future, and we are happy to help you create a plan for your retirement. 
  • You want us to be proactive advisors that genuinally care about you and your wishes and desires. 
  • You want financial education and the power to decide. You want to be a client for life.