Products and services. Aligned with your priorities.
Designing your family's 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 happens when 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?
Clarity for where you are today. Confidence for where you go tomorrow.
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 I work with you, I ask about your needs. Your dreams. Your values. Then I 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 determine where you are today and define where you want to be tomorrow. I know your goal isn’t just about a number, so I take time to truly understand you (and what motivates you) so I can help you make the most of your finances. Wherever you’re starting from.
Helping business owners thrive
You’ve created and built your thriving business. Do questions like those listed below keep you awake at night worrying about what the future holds for your business?
- How much is my business worth?
- Is my business attractive to buyers or investors?
- When can I sell my business?
- 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 the death of a partner or key employee?
- 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?
I help entrepreneurs by providing the following solutions:
- Business Continuation Concepts
- Buy-Sell Agreements
- Executive Bonus Arrangements
- Group Term Life Insurance
- Transferring A Growing Business to Future Generations
- Key Person Life Insurance
- Nonqualified Compensation Programs
Call me 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.
