High inflation has been on everyone’s mind, and you may be wondering what you can do to take action.

By Marc Shaffer

I’ve heard many young couples say their life is too simple for financial planning. They think planning is something they’ll get around to when they’re older and thinking about retirement. Have you ever felt this way? This mentality could be keeping you from building a strong financial foundation for your future.

Read more: ...

By Michael J. Searcy

Let’s talk about succession planning… As much as any business owner might want to lead their company forever, the need for an “exit strategy” is essential. Its value is clear for the current owner, for current and future team members, and the individuals, families and businesses the company serves.

Read more: ...

By Ryan Brooke

The topic of Bitcoin and other cryptocurrencies has come up more recently in meetings with clients, friends and family who want to know, “what is all the buzz about?”

Read more: ...

Retirement can hit you like a brick wall if you let it. Without any planning and envisioning of your ideal retirement, you might be thrust into a new phase of life that leaves you feeling uneasy and unneeded. However, if you take some time to envision what an ideal retirement looks like to you, you may be much better prepared for this new phase of life. If you are nearing retirement, think about these questions:

Read more: ...

Subcategories

Financial Planning

Covering topics including personal and financial goals, financial freedom (retirement) planning, estate and asset conservation, insurance and tax needs to deliver a financial plan to help you acquire, grow and preserve your wealth.

Investments

Discussing investment strategies to acquire, grow and preserve wealth, risk, investment goals, asset allocation and portfolio management (which includes securities selection, trading, performance monitoring and responding to changes in the markets and the economy.)

Physicians and Medical Professionals

Discussing topics of concern to physicians and medical professionals, including debt management, contract negotiations, asset protection, succession planning for your practice, insurance needs, and other professional and financial challenges.

Planning for the Family

Multi-generational families face financial concerns coming from different viewpoints and backgrounds, including wealth transfer, family foundation planning, and continuity while addressing emotional and psychological perspectives of family members.

Retirement Planning

We help you identify your specific retirement goals and develop a plan and strategy that can help you achieve them.

Retirement Plans

By understanding what a successful retirement plan looks like to you and your company, we will help you assess your goals to keep your retirement plan on track to benefit your business and employees. The heavy-lifting of the plan management becomes our responsibility, leaving you free to focus on the management of your business.