Expertise

With our personalized approach and team of dedicated professionals, we’re ready to guide you through a lifetime of wise decisions. We specialize in helping business owners and affluent families create comprehensive financial plans that support their goals for generations to come.

Client Profiles

Business Owners

Retirees

Physicians

Families

Bespoke Financial Management

Our highest level of service, reserved for up to ten new families per year

Is it right for you?

  • A family office style approach for business owners and others with highly complex planning needs
  • In-depth guidance and strategies for your entire financial world
  • Frequent meetings and ongoing coordination with attorneys, CPAs, and other financial professionals

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Personalized Financial Planning

Comprehensive planning to help you move confidently toward your ideal future

Is it right for you?

  • A holistic approach designed to help you grow and preserve your wealth through every season of life
  • Creation and management of a custom financial plan aligned to your dreams, goals and values
  • Annual reviews, frequent communication, and here when you need us service

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Solutions and Benefits

Individual Solutions

Specific solutions for specific needs

Is it right for you?

  • Individual products and solutions to meet your insurance, investment, and retirement needs
  • Ideal for those who manage their own financial plan or have an existing team of professionals
  • As needed communication and reviews

More Information Common Services Case Study

Group Benefits

Custom employee benefit packages to help you attract and retain top talent

Is it right for you?

  • Scalable benefits packages designed to meet your employees’ needs while protecting the bottom line
  • A competitive edge to help you stand out in the market and minimize unnecessary costs
  • Turnkey service provided by an experienced worksite management team

More Information Common Services Case Study

S.A.V.E. Commitment

Through our S.A.V.E. Commitment, we provide a level of service designed to meet your needs and exceed your expectations. Our priority is building long term relationships rooted in performance and trust, and we are deeply committed to using the knowledge, resources, and networks we've built over the years to take care of you and your family for generations to come.


Service

  • Additional staff and limited clientele to support your needs
  • Optional orientation session to guide you through our technology and tools

Accountability

  • Annual reviews of your accounts and financial statements
  • Ongoing comparison of projections versus actual performance

Value

  • Continual review and application of asset-allocation, risk management, tax efficiency based on your goals and changing needs.
  • Bimonthly updates on timely topics, relevant to you and your family
  • Client appreciation events

Education

  • Educational financial planning series
  • Webinars and educational videos

Technology

Individual Client Interface

To help you keep tabs on your financial world anytime, anywhere, we provide you with a Personal Financial Website that can be accessed on iPhones, Androids, and most other popular smart phones.

  • See all accounts
    on one page

  • View transactions
    in real time

  • Get updates on your investments 24/7

  • Monitor your
    spending

  • Track progress
    toward goals

  • Access important
    documents

Every great success story starts with a vision, and that’s where our foundational planning begins. Our priority is understanding who you are, what you want, and where you stand. Then we offer valuable guidance to help you accomplish your goals and make sure you have the right people at the table ready to support you. Our objective is to spearhead the planning process, coordinating and collaborating with your other trusted advisors to ensure everyone is on the same page and moving toward your vision of success. For our Bespoke planning clients, we build on this foundational process and customize each step as we work with you.

 

Step 1: Discovery

Every family's financial situation is unique. That's why it's so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams, and objectives, and the things that really matter to you. This is the basis for the first meeting with anyone we sit down with.

Step 2: Analysis

As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, and which should be adjusted and scaled down.

Step 3: Development

Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.

Step 4: Coordination

We regularly coordinate insurance and financial activities for clients with the other members of their team of financial, tax, and legal advisors. We can do the same for you.

Step 5: Implementation

We'll implement your strategy, and work closely with you and your other third party professionals to ensure its success. We'll monitor progress and provide ongoing service as your needs and situation change over time.

Step 6: Review & Monitoring

This is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your strategy on track with your changing needs.