Build Your Council

Council

noun | coun•cil | \ 'kaün(t)-sǝl \

1. an assembly of persons summoned or convened for consultation, deliberation, or advice.

2. a body of persons specially designated or selected to act in an advisory, administrative, or legislative capacity.

The roots of our practice originate in 1976. We have been proudly serving our community for over 40 years. We therefore have a vested interest in seeing our clients, many of whom are friends and family, succeed.

Our team has been helping individuals, families, and business owners, often for multiple generations, protect and manage their wealth through incorporation of innovative financial strategies. We have firm principles in getting to the root of areas which could use improvement, and maximizing risk protection strategies while alleviating tax consequences of building wealth.

They say life doesn't give you anything you can't handle, but that doesn't mean you have to handle it alone. It's important to make sure you have financial professionals by your side; a team who can help evaluate your needs, assess the current economic landscape, and recommend actions that will help protect your family's wealth, lifestyle, and dreams for the future.

Feel free to ask us any complimentary questions. It is our honor to serve and bring value to your life.   

Build your council, and achieve financial health and freedom that lasts a lifetime and beyond!

 

 

Individual & Family
Services

 

We provide individuals and families with innovative, cutting edge solutions to help grow, protect, and conserve wealth through all stages of life. Whether you’ve done a lot of financial planning, or none at all, we will meet you where you’re at to bring clarity to where you’re going, and how to get there.

 

Business Planning
Services

 

Our team offers a wide array of services to help business owners address their financial needs at every stage of the business life cycle. We're your strategic consultants for employment benefits & insurance services.

 

Our Professional
Alliance

 

To best serve the needs of our clients, we have access to a team of 20+ professionals. They have over 300 years of practical experience as lawyers, accountants, and financial service providers. Across the nation, we can bring value and insight to estate, business, charitable, retirement distribution, and sophisticated life insurance planning.