PERSONAL & FAMILY
Designing your financial Blueprint
Have you been asking yourself these questions?
- When can I retire?
- Will I run out of money in retirement?
- What do I do with my old 401k?
- Should I have a Roth IRA?
- What if my spouse dies?
- How much life insurance do I need?
- I don't want to go to a nursing home- what should I do now?
- Should I get a financial plan?
- How can I be tax efficient with my IRAs and Roth IRAs?
- What if I get sick or hurt and can't work?
- What happens if I lose my job?
Call us or click here to schedule a conversation to learn more.
Clarity for where you are today. Confidence for where you go tomorrow.
Banking. Insurance. Investments. There are many financial products and services to consider. We understand how crucial it is to choose those that best address what matters most to you. So, as we work with you, we ask about your needs. Your dreams. Your values. Then we offer solutions that will provide clarity about where you're at — and confidence about where you're headed.
We combine financial expertise with purpose-based advice to help you with where you are today and where you want to be tomorrow. We know your goal isn’t just about a number, so we take time to truly understand you (and what motivates you) so we can help you make the most of your finances. Wherever you’re starting from.
Tracking Your Money
Our Money Canvas Team
We believe everyone deserves a plan. We’re living up to that promise with the rollout of Money Canvas, a program that helps people build better budgeting and saving habits.
Click here to schedule your complimentary seminar today.
How it works
Money Canvas combines free one-on-one coaching focused on day-to-day money decisions with simple, visual experiences to help families achieve financial confidence. This approach serves to make conversations about money less intimidating and more effective.
From your first session, a Money Canvas guide will work to build rapport and trust, getting to know you, learning about your family and developing a plan that fits your goals.
From there, the Money Canvas guide becomes an accountability partner, checking in with you and helping you stay on track.
Over time, our participants build a foundation of financial well-being and create breathing room in their budgets.
BUSINESS SOLUTIONS
Have you been asking yourself these questions?
- How much is my business worth?
- Will I be prepared to transfer ownership of my business?
- Can my business survive if I lose a key employee?
- What happens to my business if I die?
- What if my business partner dies?
- How do I retain control of the business after a death?
- What happens if my business partner gets a divorce?
- How much working capital is enough?
- What's the best way to retain my employees?
- Can I afford employee benefits?
- How can my business be more tax efficient?
We can provide the following solutions:
- Business Continuation Concepts
- One-Way Buy-Sell Agreement
- Cross-Purchase Buy-Sell Agreement
- Section 303 Redemption
- Entity-Purchase Buy-Sell Agreement
- Split-Dollar Life Insurance: Collateral Assignment Method
- Executive Bonus Arrangements
- Split-Dollar Life Insurance: Endorsement Method
- Group Term Life Insurance
- Transferring A Growing Business to Future Generations
- Key Person Life Insurance
- Transfers for Value
- Nonqualified Compensation Programs
Call us or click here to schedule a conversation to learn more.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
