Our Services

We collaborate with you to create a comprehensive financial plan unique to you!  Partnering with you on your goals, ideals and future plans.

Once we understand more in regards to to your path in life and what's most important to you, our financial consultants create financial strategies that are pertinent to your lifestyle, risk, wealth creation and lifetime income distribution, on your terms.

Creating a financial plan by design, rather than default and collaboratively with you now and in the future!

As we consult with you on a non-proprietary basis, this provides the ability for you to obtain financial consulting that is in your best interest with many options that traditional financial consultants, planners and advisors are unable to provide. 

We are not obligated to recommend any product within any certain company, contractually.  We believe this provides you the best of what's possible based on your own unique needs! 

In doing so, we help you to understand and provide options to what's most appropriate for what you need and want in life. Creating flexibility and leverage when you need it the most. Taking into account all the other planning you have worked hard to accomplish.  Including what you have access to through your employer benefits and retirement options or self-funded business planning.

Whether you're single, have a partner/spouse/family or even if you're the backbone of America, working as a business owner, we assure you, your priorities are listened to and crafted within your financial plan. 

In doing so our financial consultants collaborate with clients within these areas of financial planning and consulting:

  • Risk Management & Savings Concepts
  • Tax Efficient Income distribution and savings consulting: Tax-advantaged, Taxable & Tax-Deferred
  • Lifestyle Protection: Understanding your life valuation & income earning potential and how to protect each. 
  • College, Trade School & Education Planning 
  • Wealth Management & Retirement Planning
  • Social Security Planning 
  • Legacy & Estate Conservation & Planning
  • Small Business & Entrepreneur-based financial consulting
  • Small Business liability consulting
  • Group-based benefits and financial wellness programs for businesses and corporations

Some of our strategies may include the recommendation of any of these products or strategy specialists to accomplish your goals:

  • Various types of retirement, investment & savings accounts: Stocks, ETF's, Mutual Funds, Money Markets, Bond & Investment portfolios, SEP IRA, SIMPLE IRA, Solo 401K, ROTH IRA, Traditional IRA, 401K, 457, 403B, pension consulting and deferred compensation. Vast understanding of SURS, TRS & FERS for municipal, state and federal employees from universities to first responders, as well as educators and teachers. 
  • Certified Financial Planning services provided in collaboration with Lincoln Investment's Frank Rosala, CFP®, financial planning support coordinator - employed by Lincoln Investment.
  • Various types of Insurance: Term Life Insurance, Whole Life Insurance, Variable Life Insurance, Disability Income Insurance, Retirement Income Protection Insurance, Long Term Care Insurance.  
  • Different types of Annuities: Fixed Annuities, Indexed Annuities & Variable Annuities.
  • Strategies for risk management and resources for tax management in the areas of CPA's (tax advising), accounting, bookkeeping, property & casualty advisors and different types of attorneys (estate, business, divorce and personal) as desired or needed. 
  • Group Benefits including: employee and retention programs, financial wellness programs. 

There is no assurance that the products and strategies listed are suitable for all investors or will yield positive outcomes. All investing involves risks including possible loss of principal.