Who We Help

Retire. travel. Lifestyle — “What kind of lifestyle can I afford?”
“How do I build the kind of legacy I want to leave?”
“What withdrawal strategies will help me minimize my taxes?”

Retirees

“When can I afford to retire comfortably?” “Are my loved ones secure in the event of an unexpected hardship?” “Am I doing everything I can to manage income taxes? — “When can I afford to retire comfortably?”
“Are my loved ones secure in the event of an unexpected hardship?”
“Am I doing everything I can to manage income taxes?”

Pre-Retirees

“How can my business fund my retirement?” “If I die or get injured, would my company and family be okay?” “Can I do more to help employees and reduce taxes with a 401(k)?” — “How can my business fund my retirement?”
“If I die or get injured, would my company and family be okay?”
“Can I do more to help employees and reduce taxes with a 401(k)?”

Small Business Owners

“Is too much of my net worth in company stock?” “If I die, could my family maintain their lifestyle?” “How do I optimize my executive compensation options?” — “Is too much of my net worth in company stock?”
“If I die, could my family maintain their lifestyle?”
“How do I optimize my executive compensation options?”

corporate executives

“Am I taking full advantage of my employee benefits?” “How do I choose the right retirement plan?” “Which investment provider should I use for my 403(b)?” — “Am I taking full advantage of my employee benefits?”
“How do I choose the right retirement plan?”
“Which investment provider should I use for my 403(b)?”

educators

“Am I going to be OK financially?” “I have so many decisions to make - what do I have to do now, and what can wait?” “How do I build a meaningful legacy? — “Am I going to be OK financially?”
“I have so many decisions to make - what do I have to do now, and what can wait?”
“How do I build a meaningful legacy?”

Widow(er)s & divorcees

How We Help

Know where you are on the trail now.

Create a trail map and choose new paths with purpose.

Move forward confidently with a guide watching for danger ahead.

Enjoy the view and celebrate milestones along the way.

Better the world by sharing your rewards with others.

Financial Planning

Get the big picture and simplify your financial decision making. Like a trail map, our proactive approach helps you avoid pitfalls and chart your future with purpose. And when the unexpected happens, we’ll be there to help you adapt.

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Select a guide who has spent years learning the landscape.

Lighten your load by working with a partner who understands your goals and what it will take to reach them.

Blaze your trail with peace of mind, while we watch for perils and opportunities.

Investment Management

Make your journey more comfortable by bringing a partner along to lighten the load. We build a portfolio that fits you and continuously monitor the market climate to make appropriate adjustments.

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Network of Professionals

As your financial life becomes more complex, it can be difficult to coordinate your professional partners. To make your life easier, we work directly with other advisors to strategize and implement your plan.

And if you need a referral, just put our network to work for you. We have active relationships with: accountants, estate attorneys, retirement plan administrators, lenders, insurance agents, business advisors, business attorneys, and more.