Solutions Based Model

Our solutions-based model is designed to help you address a particular financial goal around Wealth accumulation, retirement income planning, and risk management. This model is best suited for families, individuals, and/or business owners who desire guidance focused on a specific key area. Click here to go to personal and business solutions.

Is Your Financial Team Missing a Key Component?

In addition to your CPA, estate attorney, and tax attorney, you should have a trusted resource to help develop strategies to manage your wealth with a more hands-on approach. We are a team of professionals who like to see the full picture, while also helping you put the smaller pieces together. 

Whether you are looking for a fee-based financial planner or looking for a financial professional to help develop strategies for managing your wealth, we can serve in the capacity that is appropriate for your situation. 

Solutions-Based Model

What is your focus?

Personal Solutions


  • Life insurance
  • Disability income insurance 
  • Long-term care 
  • Medical/health
  • Emergency accounts 

Retirement Services

  • 401(k)
  • 403(b)
  • 457(b)
  • IRAs
  • Roth IRAs 
  • Defined benefit plans

Investment Products

  • Annuities (fixed & variable)
  • Brokerage 

Estate Planning

  • Tax-efficiency strategies
  • Charitable giving

Business Solutions


  • Buy-sell protection
  • Key person coverage 
  • Buyout funding

Qualified Plans

  • 401(k)
  • Simple/SEP IRAs
  • Defined benefit plans 

Non-Qualified Plans

  • Executive bonus 
  • Deferred compensation
  • Split-dollar 

Group Benefits

  • Health savings account 
  • Dental insurance 
  • Vision insurance 
  • Life insurance 
  • Long-term care
  • Disability insurance 

We want our clients to know we’re here to help them no matter what. If you want to know more about how we can help you, schedule an introductory call with us.