Our Firm

We are a comprehensive employee benefit, wealth management, and asset protection firm that serves clients nationwide. Our focus is 401k consulting, voluntary benefits consulting, and asset protection for small to mid-sized firms nationwide, as well as personal wealth management and asset protection for individual investors.

We offer a wide range of financial products and services to business owners and individuals. We believe that our sound financial information will help you to identify your goals and make sound financial decisions.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.