Private client resources
Financial planning is about more than money. It’s about what it can do for you, your family and your future. Instead of buying and selling to satisfy quotas or push the financial product of the week, our team is independent and focused on creating integrated, holistic strategies to maximize performance and further your life plan. Our compensation structure is either fee- or commission-based, and our advice is unbiased, with only your best interests in mind.
Our advisory team has deep experience in:
- Cash and investment management
- Asset allocation
- Tax strategies
- Insurance
- Estate planning
- Business succession
- Retirement Plan Consulting
We also design and oversee retirement programs to help make your employees’ retirement years golden, while keeping your company’s ledger in the black. People don’t plan to fail, they fail to plan. Our employee retirement planning team focuses on retirement outcomes of your employees and executives.
- Plan design review
- Fiduciary compliance
- Benchmarking studies
- Vendor search
- Plan implementation
- Investment fund monitoring
- Investment policy statement
- Plan expense review
- Participant communication and education
- Mergers and acquisitions
Our goal is to help your employees achieve their retirement dreams and maximize the ROI on your investment in their well-being.
Our goal is to help your employees achieve their retirement dreams and maximize the ROI on your investment in their well-being.
Insurance
Our policy? Finding a policy that fits you. Your needs. Your life. Together, we look at the options, examine the choices, see the implications of each product within the big picture of your plans. Then we collaborate to determine what protects you the most today and in the long run. Our insurance expertise includes:
- Life insurance
- Disability
- Long-term care
- Home
- Automobiles and motorcycles
- Watercraft and RVs
- Personal umbrella/excess liability
- Fine arts and jewelry
- Medical and dental