How We Work

Our firm focuses on helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

 Investment Management

Independent Platform

Access to World Class Managers

High Quality Growth Focus

Dividend Focused Portfolios

Tax Sensitive Portfolios

Hedging & Loss Limiting Strategies

Endowment Management

Values Driven Portfolios

Direct Indexing Solutions 

Institutional Bond Solutions

Traditional & Roth IRA

SEP IRA / Simple IRA

Financial Planning

Retirement Income Plans

Cash Flow Modeling

401(k) & 403B Planning

Executive Benefit Planning

Business Owners / Succession Planning

Key Person / Buy Sell Planning

Business Valuation Services

Trusts and Estate Planning

Cash Balance Plans

Non Qualified Plans

Risk Management

What is an Unacceptable Situation that cannot happen to you?

Life Insurance

Disability Income Insurance

Long-Term-Care Insurance

Executive Benefits 

Group Life and Disability

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 502-210-1434