Overview

FINANCIAL PLANNING FOR INDIVIDUALS
As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting truly objective guidance in all areas, including:

Accumulation, so your investments address your objectives and comfort level
Retirement planning, so you are well positioned to pursue your dreams
Estate planning, so you can pass on your assets to whom you choose
Risk management, to minimize any threats to your personal or business assets
Business planning, to help you manage and grow your business
Taxation, to minimize the tax burdens you face now and in the future

FINANCIAL PLANNING FOR BUSINESS OWNERS
Stay focused on your business knowing that you have an experienced team to help you every step of the way with:

Investment strategies, to put a plan in place that is consistent with your business goals, time horizon, and risk tolerance
Risk management, to minimize any threats to your business assets
Retirement planning, to make sure you have the right plan in place for your employees
Insurance planning, to ensure that your employees have the insurance benefits they need
Succession planning, to keep your business running smoothly when you’re ready to move on to the next phase of your life or in the event of unforeseen circumstances

SOLUTIONS FOR PLAN SPONSORS
As both independent financial advisors and accredited investment fiduciaries, we can deliver the objective guidance that you and your participants can count on—and that leaves you feeling confident that you’re meeting your obligations. Services include:

Fiduciary management, to help shoulder the responsibilities and regulatory obligations that come with managing the plan
Investment expertise, to help you deliver a range of suitable solutions for your employees according to a process that aligns with overall investment objectives
Plan design, to help you ensure that you have a plan in place that’s focused on and conducive to participant success
Vendor due diligence, to conduct reviews, do benchmarking, and ensure that your plan is receiving the best value from your vendors
Participant services, to provide your employees with investment guidance and education to help them feel more confident about their retirement plan savings

No matter what type of financial support you’re looking for, you can feel confident knowing that you’re working with a trusted financial guide.