Our Mission: To help business owners manage employer responsibilities while protecting against major risk, thus enhancing confidence to build enterprise value for all stakeholders. To provide financial security and wellness education to business owners, employees and families in order to help them secure a desired lifestyle.
We help clients develop financial plans and steer a course to grow strong, profitable businesses; fulfill personal dreams; and care for employees. To that end, our shareholders and staff rely on their more than 250 years of combined experience in the successful operation of businesses. Our consultants hold some of the highest certifications in their respective areas of knowledge. Our experiences and ongoing, extensive training have helped make us sensitive to the ever-present, but sometimes hidden, realities that exist in our clients' lives and businesses. This insight helps us effectively interpret the needs and objectives of our clients, analyze the potential solutions in the marketplace, and thereby make appropriate recommendations.
Please click on the team members below for more information.