Who We Work For

Described in a single word? YOU. We work for you.

We have no proprietary products, no corporate quotas, no sales contests nor any production minimums to meet. We do have specialties that bring value to the planning process for clients that find themselves in certain situations in life:

1. Owners of closely-held businesses: You’ve worked hard, taken a few risks that have paid off and now your business is a leader in its industry. What are the next steps? How do you best recognize the team that got you there? How do you plan for the next generation of ownership? If you fit into this category, you may want to learn more about ... Our Process, Business Planning and Legacy Planning.

2. Folks heading into retirement: You’ve saved diligently and now must turn that lifetime of savings into a secure stream of income. How long will your nest egg last? How much income can your savings generate? What do you sell first? What about the impact of taxes? If you're heading for retirement, you may wish to learn more about ... Our Process and Income Security Planning.

3. Young families seeking to build a solid financial foundation: You married your college sweetheart and the two of you are building a life together. Little ones are on the way. How do you protect those that depend upon you so much? These types of clients usually want to learn more about ... Our Process, Risk Management and Wealth Accumulation.

4. Successful individuals that need guidance through the complexities of Investment Management, Risk Management, Tax and Estate Planning: You reached a pinnacle of success that many only dream about. The complexities of managing wealth in the modern world can be overwhelming. There’s tax, legal issues, new investment opportunities and so much more to consider. If this is you, you might want to learn more about Our Process, Legacy Planning and Income Security Planning.

5. Ambitious Individuals that one day want to fall into one of the categories defined above: You’ve got big dreams and a work ethic that won’t quit. Success is certain to be yours, it’s just a matter of time and careful planning. If this is you, check out Our Process, Risk Management and Wealth Accumulation.