Welcome

We specialize in helping clients build, maintain and transfer wealth. Our financial plans are customized to fit each individual based on their needs, wants and goals.  It is our goal to excel in communicating and exceeding expectations.  Let us work together to help give you and your family or organization confidence in your financial future.

We work with:

  • Individuals and Families: to help with retirement planning and execution, investment advice, wealth management, asset preservation, estate plans, efficient tax-planning, education funding and asset allocation.
     
  • Business and/or non-profit organizations: This includes executive benefits, 401K & 403b plans, deferred compensation, pensions, buy/sell agreements, defined benefits, succession planning and key person insurance.
     
  • Institutions: This includes estates, trusts, foundations, endowments, LLC's, gifting strategies, wealth transfer and pension plans.

We value

  • Honesty and Integrity
  • Straight Forward & Flexible Financial Strategies
  • Confidence in Execution
  • On-going Reviews & Support

We are experienced at developing and communicating a variety of financial strategies. You'll know why you are investing and what to expect. And while we cannot guarantee market conditions or market results, we can communicate on a regular basis what is happening and adjust accordingly. We will modify your financial plan to meet life's ever changing challenges.

Our independent services are offered through Woodbury Financial Services, Inc. and in partnership with Hannes Financial Services. This gives us access to the products, services and additional expertise we need to help pursue the wide variety of goals you may have.