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We offer a range of services and strategies that are designed to be tailored to your needs and address your complete financial picture.

Individual Services

Accumulation Strategies

Our experts will work closely with you to develop personalized financial strategies that align with your goals. From investment strategies to retirement funding plans and college funding techniques, we'll help you build a solid foundation for your future.

Family & Asset Protection

We understand the importance of safeguarding your loved ones and your assets. Our comprehensive range of family and asset protection services includes individual life insurance, long-term care insurance, disability income insurance, and more. We'll help you create a safety net that provides peace of mind for you and your family.

Wealth Distribution

When it comes to distributing your wealth, we offer expertise in estate conservation, legacy creation, and charitable giving strategies. We will work closely with you to ensure that your assets are transferred according to your wishes and that your legacy is preserved.

Business Services

Qualified Retirement Plans

For businesses, we provide a range of qualified retirement plans, including 401(k), SEP, Simple IRAs, and Roth 401(k). Our services encompass plan design, benchmarking, investment advice, fiduciary compliance, and participant outcomes. We'll help you create retirement plans that attract and retain top talent while meeting your business objectives.

Employee Insurance Coverage

We offer life and disability income insurance as part of employee benefit packages. Our comprehensive coverage ensures that your employees are protected, promoting their financial well-being and providing them with peace of mind. We'll work closely with your business to design employee insurance coverage that meets the specific needs of your workforce.

Business Succession Planning

Planning for the future of your business is crucial. Our team specializes in business succession planning, including buy/sell funding strategies and key person insurance. We'll help you navigate the complexities of business transitions, ensuring a seamless and successful transfer of ownership.

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.   |  401-691-4145