Worried that your financial strategy is missing something?

We’re here to help you feel confident in your financial future.

How We Help

Discover the tools and techniques we utilize to help strengthen your financial future.

Rooted Retirement System

Retirement is no place to find yourself stumped. We developed our three-step Rooted Retirement System to help answer some of the biggest questions you have for the journey ahead — so you can start planting the seeds of something special.

1. Sow

How has your career unfolded? What are your biggest goals and concerns for retirement? Our first visit will cover these topics and help us better understand your unique financial climate.

2. Sprout

If we agree to move forward together, we’ll get to work cultivating your custom strategy. Our aim is to build a comprehensive and deep-rooted strategy capable of withstanding any storm-force winds of change.

3. Sustain

We’ll present your customized financial strategy, and with your approval, we’ll put it in motion. Regular reviews, adjustments and communication will help it stay evergreen.

Retirement Income Strategies

Unlike the working years, when you’ve likely drawn a regular paycheck, at retirement it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.

Fixed Annuities

Annuities are financial tools that can help you create a stream of income that you can’t outlive. But today’s annuities aren’t like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.

Asset Preservation Strategies

We keep our eyes on the horizon so you can enjoy your retirement. We’ll design a strategy to help you minimize risk, including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).

Life Insurance

Life insurance can play an important role in an overall financial strategy — both to protect yourself and your loved ones should the unthinkable happen and in some cases to help preserve your assets for future generations.

Tax-Efficient Strategies

Taxes can take a bigger bite out of your retirement income — or your legacy — than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

IRA Legacy Strategizing

How you approach your finances today defines what your legacy to your loved ones will look like after you’re gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.

Long-Term Care Strategies

For retirees, outliving good health can be both a mental and financial blow. Accounting for future long-term care needs not only lifts a weight off your shoulders today but can help your loved ones breathe a sigh of relief down the road.

Medicare Supplements

Our mission is to help you navigate the world of Medicare and craft a strategy that's designed to answer some of Medicare's most pressing questions.

Disability Income Strategies

Ask us about disability income strategies.

Business Protection Strategies

We specialize in Key Man Insurance, Buy-Sell Insurance, Deferred Compensation and Group Benefit Packages.

We can also refer you to professionals who provide the following services:

  • Trusts

  • Probate

  • Charitable Giving

  • Estate Planning

  • Tax Planning

  • Wealth Management

  • Investments

Take the First Step Today

It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting.

Schedule a Meeting
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