Why Choose Us?

Personalized Guidance For Your Unique Journey

We believe that a commitment to listening and asking the right questions is critical to your success in our needs-based approach. That success depends largely on getting to know you so that we can understand what you value, your short- and long-term goals, and what keeps you awake at night.

  • What will life be like for you after you leave the business?
  • How will the business survive without you at the helm?
  • How will you get out of the business all that you put into the business?
  • How will taxes affect your transition from the business?
  • How do you protect against the “5 D’s — Death, Disability, Divorce, Departure, & Disqualification — of Buy/Sell planning?

Through this consultative process, we’ll develop a road map that we’ll review frequently and revise as circumstances evolve. This “road map” will become a tool you will rely on for guidance and decision making.

Step 1

Discover What Matters: Let us evaluate your family values and dynamics, appraise your current financial position, and weigh your current financial strengths and weaknesses to help guide you to financial success as you define it.

Step 2

*Plan For It: We will help you pull together your personal “road map” by outlining your options, providing recommendations to help make sure you are properly protected against threats and capitalize on your opportunities. Where appropriate, we will include your team of professional advisors to help ensure that every aspect of your overall plan is working in concert with each other.

Step 3

**Implement the Plan: Tailored plan in hand, we will help you prioritize and initiate the first steps, and become a proactive partner in achieving your goals to maintain financial independence and personal dignity.

Note: Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.

Step 4

***Review & Revise: Because your financial situation is bound to change, we will work with you to monitor your strategy and its ability to continue to meet your goals.

*The producer’s relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.
**The client is free to implement the plan recommendations with whomever he/she chooses.
***Periodic reviews or updates require a new agreement and may be subject to additional fees.