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How We Work

Our firm specializes in helping individuals develop data-driven, investment, and financial strategies through 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 focus on money management and financial planning, as well as other issues that are critical to your financial well being. We strive to provide tailored financial advice to deliver meaningful results that shape your financial future.

Financial Planning

Private Wealth Management

Written Financial Plans

Retirement Planning

Income Planning

Risk Analysis

Fee-Based Planning

Charitable Giving Plans

Education Planning

Wealth Transfer Planning

Multi-Generational Planning

Investment Planning

Asset Management

Portfolio Management

Investment Risk Assessment

Portfolio Risk Management

Separately Managed Accounts

Tax-Managed Investments

ESG Portfolios

401(k) & 403(b) Rollovers


Mutual Funds



Alternative Investments


Business Planning

Business Succession Planning

Buy/Sell Funding

Retirement Plan Design

Qualified Plans

Non-Qualified Plans

Key Man Insurance

Group Long Term Care

Business Insurance Analysis

Employee Education

Risk Management

Life Insurance

Long Term Care Insurance

Disability Insurance


Funeral Expense Trusts

Client Services

Ongoing Advice and Analysis

Client Education Meetings

In-Person Review Meetings

Family Meetings

Online Review Meetings

Virtual Meetings

Can Provide Referrals To‚Äč

Business Attorneys

Commercial Lenders


Estate Planning Attorneys

Health/Medicare Insurance Agents

Home & Auto Insurance Agents

Real Estate Agents

Tax Planning Professionals

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. | (920) 380-7056