Your Vision. Our Help.
Mission, Vision, and Values
Mission
To help our clients create and live their vision of the future.
Vision
To become the top choice for investors seeking a client first relationship.
Values
We have a commitment to serving you with integrity, positivity, transparency, and trust.
Our Process
HOW WE CAN HELP YOU
We have advisors that specialize in working with three classes of people and will introduce you to the right advisor.
1. Self Employed: Entrepreneurs and Business Owners.
2. Women: Single Professional Women, Recently Divorced Women, Recently Widowed Women.
3. Families: Traditional Family Wealth Management.
Services
IRA'S
Traditional, Roth, Self Directed Real Estate, Inherited, Rollover, SEP, SIMPLE.
Brokerage
Individual and Joint Brokerage Accounts.
Insurance
Term and Permanent Life Insurance, Individual Disability, Fixed and Equity Indexed Annuities, Key Man Insurance, Buy/Sell Agreements.
Benefits
Group Health Insurance, Group Disability Insurance, Group Life Insurance.
Business Planning
Complimentary Business Valuations, Exit Strategy Planning, Business Transfer Planning.
Client Resources
Equity Trust is the custodian for our clients accounts. We chose them to provide safeguarding of client assets. Equity also allows us to work with a trust company rather than a broker dealer. By working with Equity we have the ability to provide Self Directed IRA's.
Orion Services integrate with the Equity Client Portal. Orion provides tax cost basis and performance reporting.
Money Guide Pro is Financial Planning Software. It integrates with Orion and is the basis for all of our client recommendations. Through Money Guide we can write a personal financial plan for you, your family and business. We will assess your current financial standing, risk level, asset allocation, needs, wants and wishes to determine the most appropriate path for you.