Our Offerings

Consulting, Planning & Management Services

Consulting Service

  • Financial Consulting
  • Economic & Business Consulting
  • Retirement Plan Consulting

Planning Services

  • Macro Wealth Planning
  • Comprehensive Financial Planning
  • Needs Analysis Planning

Investment Management - the choice is yours

  • Manage your client’s assets yourself
  • We will manage assets for you
  • Third Party managed assets

Practice Management – What we offer

  • On-boarding assistance 
  • Personal Brand Website (optional)
  • Online Wealth Portal (optional)
  • Written Succession Plan (optional)

Administration Services

  • Email address and email archiving
  • Secure email service
  • Online Document Storage
  • Online Payroll System
  • Online Continuing Education

Business planning assistance – using your competitive edge.

  • What do you want your business to look like in 5 years?
  • What do you want your role to be in your business?

Do you know where you want to go with your business and are struggling to move in that direction? Then you will want to talk with me.