Solutions

Products and services. Aligned with your priorities.

Our culture tells us that happiness is defined by what you have but I disagree. I believe in the pursuit of contentment by living generously. Every day, my team and I execute our mission by building meaningful relationships and providing expert financial advice. Some of our clients are wealthy, others come from more humble beginnings. No two are alike. But they share a common belief – a moral responsibility to be good stewards of the blessings they have. That’s why I take time to understand your values and help you identify what's most important to you. Working together, we’ll align on a vision and craft a plan for your finances. Examples of services we provide include but are not limited to: • Holistic financial planning • Life and health benefit consulting • Wealth accumulation and risk management strategies • Retirement income planning • Executive benefits and key person retention strategies • Wealth and tax efficient estate transfer • Advanced charitable and legacy planning

What We Offer

Mutual Funds

Mutual Funds

Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.

Financial Guidance

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

Charitable Giving Solutions

Thankful for all you've been given? We can help you give back.

Traditional and Roth IRAs

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

Investments

Our options help you balance performance and purpose.

Health Insurance

Health Insurance

We can help you assess your options, including those available through your employer and government programs.