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Who We Work With

We work with families managing life's transitions, business owners looking to protect what they've built, and those nearing or in retirement who are looking to preserve the lifestyle they've dreamed of in the next chapter of their lives.  Quite often, one of these challenges is managing the need for care for an aging loved one or child with special needs.  Other clients are looking at what could be a 25-30 year retirement. Though everybody has a unique situation, they all share the common question:  "Will we make it?"

We understand today’s financial environment. We understand that individuals and businesses face unique challenges as they prepare for life's transitions, and utilizing advanced software and planning tools, we can help take the mystery out of preparing for today and tomorrow.

Whether you are investing to build wealth, protect your family, transition a business, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.   We are supported by a team of professionals with decades of experience in financial services. Together, we can help you address your needs of today and for many years to come. We look forward to working with you.

Our 3C approach is used with all clients planning engagements.

  • We provide Creative Solutions--many strategies for which you may not have been previously exposed to.  We each spend over 100 annual hours of continuing education on new products and strategies to be able to bring the newest and best ideas to your planning;
  • We Collaborate with your other existing professional relationships--attorneys, accountants, insurance agents and investment professionals to ensure we are all on the same page working towards your preferred outcome;
  • We act as a Catalyst to help you take action on the most important commitments you've made to yourself, your family and your business.  We facilitate the transition from "financial planning" to "financial doing".