Our Services

As an independent firm, we have a vast number of resources and strategies available to create highly customized plans for your consideration. Having no private branded investments or national advertising campaigns, we have a wider variety of options and strategies available for your BIG PICTURE.

An initial consultation meeting is available free of charge. In this first meeting, attendees will receive an overview of their BIG PICTURE and attain a greater appreciation for their situation and the strategies available to them. This consultation addresses all aspects of your current situation, not just investments. Serving as a conduit to your current advisory team, we can help you assemble, integrate, and manage your financial relationships.

Investment Planning

The heart of our practice is dedicated to carefully constructing and managing investment portfolios. With access to experienced money managers, we utilize cutting-edge technology and a deep pool of intellectual capital to develop personalized investment strategies for our clients.

Our investment and securities options include:

• Retirement
  • - IRA, ROTH IRA, SIMPLE IRA
  • - Profit Sharing Plans, Individual 401(k), 401(b), SEP
  • - Defined Benefit Plans
• Mutual Funds
• Brokerage Accounts
• Variable Annuities
• Variable Universal Life Insurance
• Separately Managed Accounts
• Socially Responsible Portfolios
• Faith-Based Portfolios

Insurance Strategies

Growing your wealth is a priority, but protecting and preserving your assets is equally important. Wherever you are in life’s journey, it’s crucial to understand the ramifications of sudden changes and ensure the continued protection of you and your loved ones.

Our insurance strategies are tailored to both individuals and business owners, including:

• Life Insurance (Whole, Term, Universal, and Variable)
• Long-Term Care Insurance
• Disability Insurance
• Annuities (Fixed and Fixed Index)
• Buy-Sell Agreements
• Executive Compensation Plans
• Employee Retention Plans

Compensation

To offer maximum flexibility for our clients, we provide our services in three ways:

• Fee-based, a percentage based on the value of your total portfolio assets
• Fees paid from the strategies we implement from the company provider
• An hourly or flat-fee based on the specific services needed

Every fee charged and commission earned is transparent and clearly disclosed to the client.