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Wealth Management

In partnership with Wealth Management, LLC, our in-house Financial Planner, Tim Kliewer, will learn about your dreams and goals, then he’ll use your financial history to help plan for the future with a method that works best for you, designed for your success.

Our services include:

Financial Planning

That depends on where you are today, where you want to be, and the probability of success based on what you’re doing today.  We have access to the industry’s leading tools to assist with planning and will work with you to build a plan that fits your needs, budget, and goals.

Portfolio Management

Our philosophy is unique: the interests of our clients are at the forefront of decision making.  We act in the best interests of our clients by using an academically based investment philosophy and creating custom portfolios to fit the individual needs of our clients.

While you invest in your future, we invest in your success.  We partner with Wealth Management, LLC to design and manage the right portfolio for you.  A disciplined strategy and a committed advisor can result in a significant increase in your investment accounts over time.

Business Retirement Plans

We specializing in helping businesses establish retirement plan benefits for employees and owners.  We partner with Retirement Plan Consultants (RPC) to find the best solutions for our clients, including:

  • 401(k)
  • 403(b)
  • Defined Benefit Plans
  • Cash Balance Pension Plans
  • Non-Qualified Deferred Compensations Plans
  • Section 457 Plans
  • Solo(k) Plans

Through our relationship with Wealth Management, LLC, we also offer:

  • Simple IRA
  • SEP IRA

Insurance Planning

Life doesn’t always go as planned and accidents and illness are a reality that many people have to face.  A sound financial plan takes into account these risks and helps clients prepare for these situations.

We offer the following types of insurance products:

  • Life
  • Disability
  • Long-Term Care

We act as your independent agent, meaning we search for the right company to best fit your needs.  We partner with Broker’s Clearing House who provides rich industry experience and back office support, making it a partnership that pushes the needs of our clients to the forefront.

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