Our Services

 We'll help you make the most of your employer-sponsored retirement plans and IRAs. We will work with you to determine how much you likely need to retire comfortably, and then manage your assets before and during retirement. We will work with you to create a distribution plan that helps provide the retirement lifestyle you desire. 

 By determining your asset allocation* needs, we can help you understand your risk tolerance and specific investment goals. Once we've accomplish that, we'll recommend the appropriate combination of investment vehicles with an aim to help you pursue and exceed your goals. 

 We will review your wills and trusts with the goal of preserving your estate for your intended heirs. We can help with beneficiary designations and minimize your exposure to estate taxes and probate costs. We are happy to coordinate with your current tax and legal advisors to come up with a cohesive plan for your legacy. 

How much of your net worth is locked up in your company?
Can you extract all of that value when it comes time to sell or retire?
How do you know what the value of the company is worth to a potential buyer?
What occurs when your exit is forced due to death, disability, disagreement, divorce or distress?

You are not alone if you cannot answer all of these questions. According to the Exit Planning Institute Study in 2013, 48% of owners in the study have done no transition planning and 79% of owners have no written transition plan. Contact us for a copy of the complete State of Owner Readiness Survey.

Our firm is built on service and care to our clients.  Sometimes life is hard and you can be assured we will be there to walk with you through the tough times - death, sickness, divorce, etc.  

Our team will pray for you and your family.

We will review your tax documents and ensure our decisions on your investments consider the tax effects on you.

Often we can work with your tax preparer to maximize your tax efficiency.  

If you do your own taxes we will review at no cost to you to ensure you are maximizing your tax efficiency.

We will customize a retirement plan based on analysis designed to identify and develop the plan that works best for the business and its employees. 

We work with Innovative Insurance Group to help you and your team to design, review and implement a corporate insurance plan that balances the need for coverage for your employees with the overall cost to the business.  

 Our Insurance Audit program is designed to ensure that our clients have the most appropriate plans at a competitive cost. As with all of our services, the result of the audit will be an independent, objective evaluation of your goals and current situation. 

 We can recommend investment and accumulation strategies to help you pay for your children's or grandchildren's education.