Let's Look Forward

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What We Offer

Our team is made up of experienced professionals in all aspects of financial, tax, investment and insurance needs. 
We offer our clients objective recommendations and strategies to help you plan for your short and long term financial goals.

Protection Strategies
  • Cash Flow Analysis
  • Debt Management
  • Emergency Fund
  • Property and Casualty
  • Liability Insurance
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
Business Strategies
  • Employee Benefits
  • Qualified Retirement Plans
  • Key Person Coverage
  • Risk Management
  • Tax Strategies
  • Succession Planning
  • Exit Strategies
Wealth Accumulation
  • Retirement Savings
  • Retirement Income
  • Investment Management
  • Tax Management
  • Education Planning
Legacy Strategies
  • Estate Document Analysis
  • Estate Tax Reduction
  • Trust Services
  • Special Care Planning
  • Charitable Giving Strategies

9 Questions You need to answer when
coordinating your financial plan

We’ve all had these questions race through our minds; worried if what we’re doing to protect our family is enough or not.

When every financial decision affects another, or when you aren’t sure if all the different advisors you have relationships with are on the same page, it’s easy to say, “I’ll look at it later”.

Even with these thoughts, people choose to ignore their financial situation because they are fearful of what they will uncover or what lifestyle changes they’ll need to make.

It doesn’t have to feel that way.

We’ll help you overcome the unknown, make this approachable, set attainable goals, and understand how to execute, so you can stay on track.

Roll over each box below to find the answers.

Knowing You’re On Track

Am I doing the right things with our finances and how do I know if what we are doing is working?

How do we stay on top of our finances quickly and easily?

Too Many Moving Parts and Not Enough Time

Where will I find the time and prioritize what is most important? There are just too many things to do and not enough hours in the day, so how do I?

There are too many choices and options…which is best for me?

Knowing When and How To Change Direction

Once we know the path we need to go, how do we make sure our portfolio and insurance coverage is designed to meet our goals?

Once we make a decision, how do we know if we need to change course?

Coordinating All Of My Advisors

Why does it seem that other financial advisors I have worked with in the past are just trying to sell me something?

Why are my current advisors always looking backwards? They aren’t helping me make decisions for my future.

How do you know it’s time for a change?

How Our Process Works

Our process is based on providing objective advice with a financial planning fee, which allows us to work alongside your current plan and make the necessary adjustments to help accomplish your goals.

In many plans, we find that there are gaps that exist due to a lack of continuity in relationships and advice from multiple areas. We will help you bridge those gaps with creative planning and solidify all areas of your plan.

Discovery

We’ll meet to understand your full financial situation, develop your goals, and show you how to address them. We’ll gather information and review relevant facts so we can establish priorities and identify gaps.

Customized1 Planning

We’ll go over all the details of your customized plan, discuss your options, and make recommendations to put you on the right track to meeting your financial goals.

Implementation2

We’ll show you the steps, help you execute them, and work with your team of other advisors. We will break down the necessary steps in order of priority so that you can make progress without feeling overwhelmed.

On-going3

We’ll meet at least once per year to review progress towards meeting your goals, and update your plan based on changing financial, family, or tax situations. We’re your trusted partner and long-term advisor.

1 The producer’s relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.
2 The client is free to implement the plan recommendation with whomever he/she chooses.
3 Periodic reviews or updates require a new agreement and may be subject to additional fees.