Financial Services & Insurance

• Protect your family
• Maximize Net Worth & Cash Flow
• Leave the Legacy of a Lifetime

Financial Services & Insurance

• Complimentary “Business Owner Retirement Analysis”
Succession Planning
Attract, Retain, & Reward Key Employees

Financial Services & Insurance

We provide tools and tips for nonprofits and donors to multiply their gifts through planned giving.

Protect your family, Maximize Net Worth & Cash Flow, Leave the Legacy of a Lifetime

We go the extra mile to give you information to make educated decisions. Here’s our process:

Identify where you are today

Your needs dictate the plan, so we come alongside you and ask questions about your current situation and what is most important to you.

Where you want to be in the future

Together we define your objectives and time horizons: what amount of future income you want, what you need to save for, what kind of personal legacy would you like to leave

Develop action plan to bridge that gap

We guide you through financial concepts and fund your plan based on what you told us. Your family is protected from unexpected loss and you have strength for the future.

After spending years building a business, owners may not understand how best to turn that business into cash or an income stream to see them through retirement.

We provide proactive service to business owners by helping them protect the business as they transition from work to retirement

Business Succession &
Owner Retirement Analysis

We offer a complimentary, personalized business owner retirement analysis. It takes into consideration factors affecting your ability to retire when and how you want, including:

  • The value of your business
  • Your business transition plan
  • Your current personal savings and investments.

Any gaps or problems identified include recommended solutions. Sample Reports available by request.

Key Man Insurance


Nearly every business has employees who are critical to the overall success and profitability of the business.

    • What would happen to your organization if you lost your key person unexpectedly?


  • What would that cost your organization?

With key man insurance we shield your business and their family from unexpected loss.

Key Employee Retention
and Retirement

Having the right tools to recruit, reward, retain, and retire key employees can make all the difference for a business. Would you like to:

  • Offer key employees a way to save for retirement beyond their current benefits in place?
  • Keep competitors that offer better benefits from drawing key employees away from your organization?
  • Recruit high-quality employees with a strong benefits package?

Traditional Business Valuations Cost $8,000-$15,000.

Get yours complimentary.

Non-Profits & Donors

Nonprofits have a growing need for their services. They experience high demand for resources but more constraints on governmental funding. More need but less money.

The solution? Planned Giving


We do the hard work. First we educate your board on strategies to magnify donations.


Next we host seminars, inviting your donors to plan leveraged gifts for your organization


Your nonprofit is able to partake in the $41trillion dollar wealth transfer taking place in our nation.