We help build, manage, preserve and transition wealth for business owners, farmers, high net worth families and investors at or near retirement. We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client's trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.
Services
The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow a relationship with our customers. This is what makes us different. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual that we encounter.
A detailed planning process is the best way to establish financial security. Once we get to know you we can begin to develop a dynamic plan that will meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.
Managing your finances is an important component to any financial security plan. Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis. From mortgage payments to tax savings, we can help you manage your money as effectively as possible, given your personal situation.
Link Disclosure: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided by any third-party website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.
Reviews (6)
Thane Maudslien
Dec 13, 2021
Report
Greg Little
Feb 21, 2021
Report
Check BBB first before you invest your money here. Trust me check it first and choose wisely. I didn't and got a nominal return on a "guaranteed" 15 plus year investment of app. $15000. The vast majority of the 3% "guaranteed" return was retained by this company via hundreds/thousands of nominal "trading" fees. I went into this firm as it was in the same building our law office was to roll over a 401k into a government bond or other guaranteed investment. Bruce Hanks talked me out of this for purportedly a 3% guaranteed return on my investment. Rather than going with my gut I trusted him to my
Bonnie Cleary
Jul 29, 2018
Report
Mary McCormack
Jan 23, 2017
Report
John Runda
Dec 25, 2016
Report
Brian Martin
Aug 18, 2015
Report
