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
• Family Wealth 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)