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Our Services

Wealth Management

Organize your financial life and be confident that you're Plan and investments are on the right track.

  • Investment Management
  • Financial Planning
  • Post-Retirement Income Planning
  • Investment Portfolio Analysis
  • Insurance & Long-Term Care Planning
  • Investment Tax Planning
  • Estate Investment Organization & Analysis
  • Education Planning
  • 401k Investment Review

Retirement Plans

A Co-Fiduciary and Partner vested in your plans success and your participants' future.

  • Plan Design incl. Exec. Plans
  • Co-Fiduciary
  • Investment Policy Statement 
  • Investment Selection & Monitoring 
  • Plan Vendor Selection & Review
  • Fee & Service Analysis
  • Employee Financial Wellness
  • 1:1 Employee Financial Education Meetings 

Financial Seminars

Experts passionate about teaching the key to building lifelong and generational wealth.

  • Workplace Financial Wellness Program
  • Workplace Financial Education Seminars
  • 1:1 Employee Financial Education Meetings
  • Community Organizations
  • Faith-Based Organization
  • Conference financial expert
  • Webinar financial expert
  • Women & Investing with female presenters

Insurance

As partner decidated to protecting what’s important to you, acting in your best interest.

  • Term Life Insurance
  • Whole Life Insurance
  • Guaranteed Universal Life (GUL)
  • Variable Universal Life (VUL)
  • Disability Insurance
  • Business Insurance
  • Life Insurance Retirement Plans (LIRPs)
  • Long-Term Care (LTC)
  • Hybrid Insurance & LTC
  • Annuities

ACCESS

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CFP
 

CERTIFIED FINANCIAL PLANNER™

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Accredited Investment Fiduciary® (AIF®)

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Fulbright Scholar

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Accredited Portfolio Management Advisor (APMA)