Broker Check

Who We Serve

Business Owner

As a business owner you live in a complex environment. You bump up against issues daily and are accustomed to making difficult decisions.

How do you translate the wealth you are creating in your business into meaningful results for you, your family and your community? You care about the success of your business and the well-being of your employees.

You recognize that your Business and Personal Finances do not exist in a vacuum. They are two interdependent aspects of the same picture.

You need a Financial Advisor who:

  • Understands the dynamics of blending business life and personal life
  • Always has the big picture in mind and wisely advises you regarding how to transition your business
  • Understands your vision and values for your company
  • Can digest a complex situation and communicate ideas in understandable and actionable language
  • Is a team player and works collaboratively with other professional advisors
  • Respects your time and communicates clearly and effectively

Professionals

You have already made significant progress in your career. While you want to enjoy the fruits of your labor now, you recognize the need to prepare well for the future by providing financial well-being for yourself and your family.

You lead an active lifestyle – kids, school activities, church, community, sports, etc. On top of that you may be away from home several days a month for business.

We understand your time is precious and you require ready access to the guidance and tools you need to be comfortable that you are on the right path.

You want to experience life today and work with a financial advisor who will do the heavy lifting and provide you with sound advice so you can spend more time with those you love.

You need a Financial Advisor who:

  • Respects your time and communicates clearly and effectively
  • Always has the big picture in mind and advises you well on a prudent direction for your finances
  • Provides you with time-saving tools to monitor your progress
  • Is up to date with a broad variety of tools and techniques that can have the greatest impact on achieving your goals

Sudden Wealth

Receiving a large amount of money can be exciting but it can also be overwhelming.

We suggest not making important decisions until you’re completely comfortable that it’s the right decision.

Being a good steward of the wealth entrusted you, and honoring the legacy associated with it might be a high priority for you.

You need a Financial Advisor who:

  • Listens well and understands your values and vision
  • Can digest your complex situation and communicate ideas in an understandable and actionable manner
  • Always have the big picture in mind
  • Meets with you periodically as needed and provide you with time saving tools to handle administrative detail
  • Respects your time and communicates clearly and effectively
  • Is conversant with a broad variety of tools and techniques that will have the greatest impact on achieving your goals

Life Transitions

During your transition you want to make sure you’re making wise financial choices. You want a financial advisor that understands that this may be harder for you while in an unfamiliar place in life.

Sometimes we plan changes but sometimes they just happen. If you have a significant change, you probably recognize your need to look at money differently than before.

We’ll help you understand where you are today and figure out how to move forward confidently at your own pace.

You need a Financial Advisor who:

  • Listens sympathetically and understands your unique situation
  • Can communicate ideas in an understandable and actionable manner
  • Always advises you with the big picture in mind
  • Works collaboratively with your other advisors
  • Respects your time and provides time-saving tools
  • Is up to date with a broad variety of tools and techniques to have the greatest impact during your transition