About Us

Our goal is to meet each and every client’s needs and priorities.  While we follow a systematic process to identify goals, assess opportunities, and develop and implement plans, the specific advice and services vary from client to client.  Our goal is to earn your business through superior advice and service.  Some examples of the services we provide include:

 

Businesses

  • Tax-reduction and investment strategies
  • Executive bonus / retirement plans and non-qualified deferred compensation solutions
  • Group retirement plans
  • Endowment-style asset management to maximize growth, liquidity, and tax efficiency
  • Full-scale insurance/401k audit services
  • Long-term strategic planning services to grow, protect, and transfer wealth
  • Comprehensive group / individual insurance planning, including life, disability, and long-term care insurance
  • Business continuation and succession planning services

 

Individuals / Families

  • Develop and implement long-term strategic plans to grow, protect, and transfer wealth
  • Review existing insurance and investment accounts
  • Review retirement assets and identify appropriate tools to transition assets for income distribution
  • Detailed insurance planning, including life, disability, and long-term care insurance
  • Most importantly, our goal is to make your financial planning more simple and comfortable