Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.  The key here is "WE"! You and our team of planners, legal advisors, and tax consultants will create solutions.   We feel no one advisor can have all the best ideas. Because of this, we have  depth and a team!  Behind the scenes, this team decides, much like a think tank, the best possible solutions for your goals. They evaluate pros and cons and present solutions that support our recommendations. 

We can help you execute a sound financial program utilizing the following products and services:


  • Retirement strategies
  • Estate conservation & planning
  • Insurance and annuity products
    • life insurance, disability insurance, long term care insurance, and all types of annuities.
  • Employee benefit and health insurance plans
  • Executive benefit planning
    • deferred compensation and executive bonus plans
    • key man and buy sell funding
    • business exit strategy and succession planning
  • Voluntary benefit plans



  • x