​Someone's sitting in the shade today because someone planted a tree a long time ago.
 - Warren Buffet

Services For Individuals:

​ Financial Planning & Consulting

• Personal Net Worth tracking
• Retirement projections
• Debt Reduction planning
• Large Purchase consulting
• Cash Flow and Net Worth projections
• Expense Analysis and Budgeting
• Real Estate & Other Outside Investment Analysis

Investment Management

• Setup and servicing most all investment account types
• Professional asset allocation
• Retirement account management and planning
• Education Savings
• 401(k) rollover
• Roth IRAs

Insurance & Risk Management

• Life Insurance
• Term Life Insurance and Permanent Life Insurance
• Loan & Mortgage coverage
• Income replacement
• End of Life expense
• Philanthropy

Disability Income Insurance

• Income protection against long term disability

Services For Businesses:

Financial Planning & Consulting

• Business financial analysis with industry comparison
• Loan and banking consulting
• Small Business CFO
• Business Plan Analysis
• Business Continuity Planning

Investment Management

• SEP IRA
• 401(k) setup/management
• SIMPLE IRA
• Liquidity management

Insurance & Risk Management

• Life Insurance
• Loan & Mortgage coverage
• Funding business buy/sell agreements
• Key Man Life Insurance 
• Philanthropy

Disability Income Insurance

• SSI & Worker’s Comp supplement
• Group Disability Coverage supplement
• Group disability policy setup

Contact Us.

Begin Investing

Success is doing the right thing, long enough, consistently.
 - Unknown