Products & Services

Financial Planning

  • Helping you create a path to your goals
  • Consistent with your values
  • A plan you can follow with confidence
  • Coaching and education
  • Business succession strategies, retirement plans, benefit plans


  • Life (individual and group)
  • Disability (individual and group)
  • Business Overhead Expense
  • Long-term care (individual and group)
  • Critical illness
  • Key person
  • Buy-Sell (business succession)
  • Health (group)


  • Mutual Funds, Stocks, Bonds
  • Education funding (529 plans)
  • Annuities
  • Managed money
  • Real estate investment trusts (REITs), alternative investments

Retirement Plans (all types)

  • IRAs (Traditional and Roth)
  • For Business: SIMPLE, SEP, 401k, Profit-sharing, Nonqualified Deferred Compensation)
  • Nonprofits: 403b and 401k

Nonprofit Organizations

  • Retirement plans
  • Employee benefit plans
  • Fundraising consulting
  • Management consulting