We are a family oriented private wealth management firm with over 60 years of combined experience. Mike, Terri, and Kyle have seen it all. We work hard, so that you have more time to enjoy life. We take pride in personal and timely service and building long term relationships.
As a well established financial planning firm our goal is to protect your assets using tactical money managers, annuities, and sophisticated estate planning techniques. We have helped friends and clients build their retirement nest eggs so they keep more of what they have earned.
Knowledge is power, so we are committed to continuing education. We provide financial training through the Financial Educators Network (FEN). Programs are held at local colleges, universities as well as public and private corporations, municipalities and government agencies.