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Our Business is Knowing Your Business 

For most business owners, their business is really their retirement plan. Blood, sweat, tears, and a great deal of money get invested into our businesses, and the goal should be financial independence and the company is a means to that end.

That’s why we start by getting to understand the roots of your business, your needs, and try to investigate the best solutions to help moving forward.

Then, by taking these complex situations and boiling them down to actionable concepts, we aim to help craft lasting financial plans that should sustain for generations to come. As a trusted fiduciary and servant leader to your goals, we’re here for you every step of the way.

  • Fee-Based Financial Planning

  • Informal Valuations (For Closely Held Businesses Only)

  • Advisory Services

  • 529 College Savings

  • Annuities

  • Disability Income Insurance

  • Individual Retirement Account (IRA)

  • Split-Dollar Life

  • Long Term Care

  • Succession Planning

  • Buy Sell Agreements

  • Executive Benefits

  • Deferred Compensation Programs

  • Corporate Group Benefits

  • Corporate Retirement Plans (i.e. 401K, Pension Plans, SIMPLE IRAs, SEP, etc.)

  • Trust Services