Wealth Management & Strategy
A roadmap to your investment goals
We believe that your financial “roadmap” should be as unique as you are. We would love to hear about your goals and dreams and help you create a plan to realize them.
Who do we work with?
We help people who see value in high-quality service and want candid, professional advice. Our process clearly identifies how your money is invested and how much and what types of risk are involved in that investment strategy.
Our value proposition
We are not involved in market-timing strategies or speculation on “hot” stocks. We deliver creative and competitive solutions that are designed for your life, your values, and your goals. Our solutions are supported by local, competent professionals who want to serve you and your family.
Our services
Personal
Planning
Personal insurance planning, wealth management solutions, college funding, and retirement planning
Business
Planning
Qualified retirement plans, IRAs, 401(k) plans, SEPs, simple IRAs, 412(e), business continuation plans, and buy-sell agreements.
Employee
Benefits
Employee personal planning, retirement plans, group life insurance, group disability insurance, and group discounted home & auto.
Wealth
Management
See your entire financial picture at once. We’ll help you understand your financial situation, make informed decisions with confidence, and take advantage of financial opportunities.
Check your investment risk
What is your risk number?
The first step is to take a 5 minute quiz that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.
Review your investments
It turns out 4 out of 5 people have more risk in their portfolios than they previously realized. Riskalyze technology empowers us to make sure the Risk Number of your portfolio matches your personal Risk Number.
Align your portfolio
After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.
Test your investments
Stress tests illustrate how your proposed portfolio would have fared through various market events over the past 8 years, including the financial crisis and recovery.
Review your potential
We can visualize the risk and reward profile for each individual investment we propose for your portfolio. Illustrating risk, reward and diversified risk gives us a powerful tool to review before we make any final investment decisions.
Meet your retirement goals
Before we’re finished, we’ll also review your progress toward your financial goals by building a Retirement Map. When you’re done, you’ll fully understand the probabilities of success, and what we can to do to increase it.
We can answer these questions in less than 15 minutes.
What rate of return do you have to earn…
on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy?
How much do you need to save…
on a monthly or annual basis to be able to retire at your current standard of living and have your money last through your life expectancy?
Doing what you are currently doing, how long will you have to work…
to be able to retire at your current standard of living and have your money last through your life expectancy?
If you don’t do anything different than you are doing today…
how much will you have to reduce your standard of living at retirement for your money to last to your life expectancy?