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Our Services

  • Menu of Services

     

    Investment and Advisory Services

    • Advice Driven Services - fee based
    • Investment Advisory Accounts - internally managed
    • Investment Advisory Accounts - third party money managers
    • Risk Assessments and Beneficiary Reviews
    • Alternative Investments
    • Asset Allocation
    • Retirement Planning and/or Retirement Plan Implementation

    401k, Profit Sharing Plans, Defined Benefit Plans, Simple and SEP IRA Plans

    • Personal One on One Insightful answers to your goals and concerns

     

    Wealth Management and Planning Services

    • Business Succession Planning
    • Memory Money Planning (Legacy Planning)
    • Charitable Giving
    • Family Farms
    • Financial Advisor, CPA, Attorney and Pastor coordination
    • Estate Planning

    Insurance Services

    • Life, Health, Long Term Care, Medicare, Property and Casualty Insurance Analysis

    Life Insurance Strategies

    • Beneficiary Check up
    • Employer Group Medical, Dental, Disability, and Life Products
    • Employer Demographic Evaluations
    • Human Capital Development and Enhancement (Key Man)