Financial Planning

Our team includes Certified Financial Planner® professionals who are ready to listen to your goals. From retirement, corporate continuation, executive retirement, planned giving and saving for college, we are trained to help you develop a comprehensive financial plan to reach your short- and long-term financial goals. 

Investment Advice
Our goal is to grow investment dollars using an active, hands-on approach to managing your money. We use many product strategies to help generate tax-free and guaranteed income. Additionally, we have our own portfolio for your growth investment dollars which we believe offers a better methodology for picking stocks.

As independent financial advisors, we have the ability to show the full market place of options from the top companies in the country. You will always receive independent advice which puts your interests first. 

Consus 10TM

The Consus 10TM investment strategy is our portfolio of ten value stocks identified as top picks for the current market. Using a calculated method, our goal is to purchase value stocks for less than their true value and trade them in the future for a profit. 

Tax Savings

A key specialty of our firm is our ability to find tax managemant strategies for individuals and business. Along with our Certified Tax SpecialistTM who offers robust knowledge of IRS tax codes, we also keep expert tax attorneys on retainer to help find ways to access funds on either a tax-free or tax-favorable basis.

Business Owners

Business owners benefit from our comprehensive approach to financial planning as we partner with them and their teams to pay less taxes, save more money for retirement and for their families. We work to find opportunities such as:

  • Tax Advantages for Owner, Officers and Highly Compensated Executives
  • Administration and Benchmarking of 401(k)s
  • Tax Efficient Ways To Access Retained Earnings
  • Business Continuation and Executive Retirement Planning
  • Private Placement and Premium Finance Life Insurance 

Executive Financial Planning

We provide personal financial planning tailored specifically for executives, who often do not have the time to continually evaluate all of their financial assets and the impacts of their corporate benefits on their retirement. With both our expert estate and tax attorneys, we will evaluate and advise you on the following:

  • Stock and Option Planning
  • Tax Management Strategies
  • Hedging Concentrated Stock Positions
  • Deferred Compensation Alternatives
  • Wealth Transfer 

Estate Planning

As part of your financial plan we offer advice, products and access to our partners to help you protect yourself and your estate.

We make planning your estate simple by covering these key areas:

  • Wills and Trusts
  • Power of Attorney and Health Care Directive
  • Disability, Illness and Long Term Care Insurance
  • Property Protection
  • Beneficiary Forms
  • Planned Giving
  • Ways to Mitigate Estate Taxes and Other Expenses
  • Business and Asset Protection

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