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Our Unique Ability and Focus

Many financial professionals focus on investment and planning for what might happen in 20 or 30 years - retirement. While that's part of the whole picture, it often doesn't take into account what could happen today to derail those plans. Our focus is first on protecting your todays. We believe it's critical to protect your income from pre-mature death or disability; it's critical to make sure that in the event of legal action, your assets are protected; and, it's important to ensure that should you live too long, you don't run out of money. We believe these goals should come before a discussion on asset allocation and investment performance. 

In this context, we utilizeThe Living Balance Sheet®system to help our clients assess their assets, liabilities, cash flow and protection domains to make sure they're all in balance. During our discussions, we've got representatives who can help you with the following:


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Business Planning

  • Exit Planning
  • Succession Planning
  • Executive Compensation Planning


  • Bonds
  • Stocks
  • Mutual Funds
  • Exchange Traded Funds
  • Coverdell ESA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Strategies

  • Retirement Plans
  • Tax Strategies
  • 401(k) Planning
  • 403(b) Planning
  • College Planning
  • Estate Planning
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Cash Flow and Budgeting


How We Work

If you'd like to learn more about our process using The Living Balance Sheet, give us a call at 888-513-2300 or click below. 

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