Our Services

There are a plethora of financial options you COULD do, but the important question is what SHOULD you do?

Our educational approach and consultative process is designed to help you feel more confident that you are making better financial decisions that lead to fewer planning gaps (providing you more EFFECTIVE planning) and fewer planning overlaps (providing you more EFFICIENT planning).

Once your goals have been established, and we have a firm grasp of your situation, we will educate you about potential solutions matched to your objectives.  We will then coordinate the execution of a customized financial plan with our team of internal and external professionals utilizing the following products and services.

  • Personal Planning
    • Retirement planning
      • TSP consulting
      • IRA conversion strategies
      • Taxes in retirement
      • Social Security timing
      • Retirement cash flow planning
    • Insurance brokerage services
    • Estate planning
    • Asset protection strategies
    • Tax reduction strategies
  • Business Planning
    • ​Owner retirement planning
    • Owner estate planning
    • Employee retirement plans
      • Defined contribution plans
      • Defined benefit plans
    • Executive compensation plans
      • Executive bonus
      • Split dollar
      • Nonqualified deferred compensation
      • Salary continuation
    • Key person protection
    • Business succession planning
      • Buy-sell
      • Stay bonus
      • Exit and transition