Whether you're looking to manage a retirement plan for your employees, you need retirement income and personal financial planning, or you would like help managing your assets, we can help. We're committed to giving you personalized attention to help achieve your retirement planning and wealth management goals.
We're an independent financial services firm and a dedicated partner with extensive knowledge of retirement plans and retirement income planning. Our team has decades of combined experience helping clients navigate the ever-changing financial world. We are committed to financial education and staying updated on best practices, changing regulations, and the growing complexity of the financial industry.
We're an independent financial services firm and a dedicated partner with extensive knowledge of retirement plans and retirement income planning. Our team has decades of combined experience helping clients navigate the ever-changing financial world. We are committed to financial education and staying updated on best practices, changing regulations, and the growing complexity of the financial industry.
Services
When you partner with us, you can take advantage of a philosophy that is focused on you and your goals. You will receive the guidance and consultative support you need to help achieve your goals. You will gain the confidence that comes from knowing your money is working toward your dreams and aspirations.
Our team of dedicated and knowledgeable professionals has decades of experience helping businesses and individuals achieve their retirement planning goals. We continuously strive to educate our clients and provide information to help them make their best financial decisions. Shawn has been providing wealth management, financial planning, and retirement plan consulting services for over 30 years.
Owning a closely held business brings special opportunities and challenges. As a result, your financial planning needs are distinct and require specialized attention. We'll work with you to develop investment and financial plans that are customized to meet your specific goals. We can help you with everything from succession and exit planning to investment strategies and estate planning.
Build a personalized portfolio that allows you to pursue your objectives while staying within your risk comfort zone. Plan for the management of your assets during life and their orderly distribution after passing. Explore all the legislative opportunities available to help minimize your tax liabilities.
Our experience in the 401(k) plan arena is vast. We'll help you effectively manage your retirement plan, address your fiduciary responsibility, and attract and retain talent through education and advice. We have the experience and knowledge to help you create better outcomes.
When you partner with us, you'll get personalized consulting from a retirement plan specialist who is committed to designing a plan that meets your objectives and helps your employees achieve their long-term goals.We realize there is no one-size-fits-all retirement plan solution. Our support and services are tailored to fit what's best for you and your company and seek to help ensure the financial wellness of all your employees.
When you partner with us, you'll get personalized consulting from a retirement plan specialist who is committed to designing a plan that meets your objectives and helps your employees achieve their long-term goals.We realize there is no one-size-fits-all retirement plan solution. Our support and services are tailored to fit what's best for you and your company and seek to help ensure the financial wellness of all your employees.
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