As Seen in Forbes ...

 

 

Create Your Wealth

You will create some amount of wealth over time even without a financial plan. Just the normal savings, 401(k), insurance, and so forth.

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Grow Your Wealth

Everyone has some amount  of wealth, and everyone has a common goal to grow their wealth. The question is, how do you grow wealth?

We believe you can grow your wealth more efficiently by eliminating wealth transfers and saving taxes, than you can by earning higher returns.

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Protect Your Wealth

Protecting your wealth is important, but what are you protecting it from?

Planning costs nothing, not planning may cost everything.

Building up a family's fortune is like moving earth with a needle, but losing a family's fortune can be as swift as a boat rushing downstream with the current

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Distribute Wealth

You work hard for your money, and you want to distribute it to your family and causes you care about. There are many potential traps and pitfalls along the way.

When you're born you don't bring it with you; when you die you can't take it with you.

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About

An airplane cannot leave the runway without a flight plan; a ship cannot sail without a plotted course—and a family cannot contemplate a successful financial journey, especially across more than one generation, without a comprehensive financial, investment and estate plan. But studies have indicated that many families spend more time planning their vacation than they do planning their financial future.  Our job—indeed, our mission in life and business—is to help people make such a comprehensive plan, and then guide them through the completion of that plan, year after year.

What we can’t describe to you—what you may not fully understand until you have experienced it—is the tremendous weight of concern that’s lifted from you when you know you have a clear destination. No one can relieve you of the responsibility for your family’s financial success, but a sound financial plan and a purpose-driven financial planner can take away much of the anxiety and worry you would experience otherwise. That is the greatest thing a financial plan can accomplish.

 

Services

At our firm, we provide expert assistance in the following areas:

 

 

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Government Securities
  • Asset Allocation
  • Roth IRA
  • SEP IRA
  • SIMPLE IRA
  • Treasury Bills
  • Traditional IRA
  • Treasury Notes
  • Variable Annuities
 

Insurance

  • Disability Income
  • Life Insurance
    • Term
    • Whole
    • Universal Life
    • Variable Universal Life
    • Single Premium Life
    • Survivorship
    • Joint Life
  • Long-Term Care
 

Financial Planning

  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchase Plans
  • Profit Sharing Plans
  • Identifying Wealth Transfer
  • Retirement Plans
  • Tax Reduction Planning 
  • 401(k) Planning
  • 403(b) Planning
  • Inheritance Planning

Our Team

Blogs

As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, the benefits are enormous. In this article we are going to look at two things, first what exactly are employee stock options, and secondly why you should care and take advantage of them. What are stock options Employee stock options are simply an opportunity for employees of a particular company to buy stocks...
Brian Hesler |
Categories
Intro By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has left you questioning your investment strategy. In fact, there’s a good chance that you lost a good chunk of change during the rapid sell-offs in early-mid March. But now that the sudden onset of this downturn has passed, it’s time to thoughtfully reevaluate your investing plans in the wake of COVID-19. Don’t Panic Before making plans to...