We are a collaborative team of experts who strive to improve the financial lives of our clients. There are two divisions within our firm. Our financial planning division helps clients with financial planning, wealth management and insurance strategies. Our typical client is upper middle class with investment assets of $100,000 to $1,500,000. Their family income ranges from $75,000 to $125,000. Many are college educated or skilled tradesman. They welcome financial advice. We are in the Midwest and are hard-working, conservative people with strong values. Not a lot of flare to them.
In our employee benefits division we provide comprehensive employee benefit consulting for group benefits and retirement plans. We help employers comply with the latest laws and regulations. We also provide a full line of Human Resource assistance to meet the challenging compliance regulations. Our employer groups range from small to large businesses, governmental groups, and school districts.We are traditional in the sense that we value building quality relationships and we are innovative in the sense that we are always adding new resources to better serve our clients. We serve our clients from a place of gratitude because they chose to come to us for advice.
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Two of our advisors have over 30 years experience and two have less than ten. So we have a good balance of wisdom and experience along with enthusiasm and vision for the future of the firm. We do a lot of public seminars on Retiring in the 21st Century, Reducing Your Taxes in Retirement and Getting the Most out of Social Security. We are becoming the Go To firm for retirement planning in the area.
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