Overview of Services

What do we aim to provide?

Financial Empowerment

• Reduce stress, confusion & worry
• Increased confidence

Coaching

• Education, organization & resources to help you achieve your goals

How do we achieve this with you?

Analysis & Review

• Budget
• Cash Flow
• Protection
• Portfolio
• Asset & Product Allocations
• Credit
• Tax Strategies

Strategy Development

• Protection & Savings
• Investments
• Tax Strategies
• Education Funding
• Retirement Income
• Estate Conservation

The Tools

• The Living Balance Sheet®
• NetX, MorningStar, Envestnet
• Life, Disability Income, Long-Term Care Insurance
• Investment products including mutual funds, stocks, bonds, EFT’s, variable annuities and more
• Access to a team of expert specialists

Business Owner Planning

• 401k, 403(b), 457 Plans
• SEP & Simple IRA Plans
• Profit Sharing Plans
• Defined Benefit Pension Plans
• Executive Bonus Strategies
• Non-Qualified deferred comp
• Employee Group Benefits
• Employee Education
• Buy- Sell Funding Strategies
• Key Employee Retention
• Business Valuation
• Family Business Succession Strategies