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Home 2017-03-17T15:52:05+00:00

WHAT WE DO

WHO YOU ARE

RETIRED

You've made it. You're done working and are finally enjoying more free time than ever.

YOU'VE MADE IT

You’ve sold your business or real estate and are finally getting to all those things you’ve put off for years.  Life is good.  But you’re concerned about making sure your money will last, protecting all that you’ve built, helping your children and grandchildren succeed, and making sure your estate plans are in order.

LEARN HOW WE CAN HELP

PEAK CAREER

Your career is stronger than it's ever been. You're starting to think about the next chapter.

STARTING TO THINK ABOUT RETIREMENT

You’re at your peak.  Your income has never been stronger.  Most, if not all, of your debts are gone and you’ve got more discretionary income than ever.  You’re concerned with maximizing the value of your business and how to successfully transition it to the next owner.  Your concerned about not losing all you’ve built up.

LEARN HOW WE CAN HELP

MID CAREER

You're moving up quickly; your income and assets are keeping pace accordingly.

THINGS ARE GOOD

Things are looking better than they ever have.  The future is bright.  You’re going 100mph in all areas – work, family, play.  There just isn’t enough time in the day to get everything done, and you’re growing concerned your finances are being neglected.  Income is strong, but you’re having a hard time deciding whether to pay down debts, fund the kids’ college educations, or save for your own retirement.

LEARN HOW WE CAN HELP

WHO WE ARE

Brett Robison
Brett RobisonPartner
Clay Esplin
Clay EsplinPartner
Tim Forhan
Tim ForhanPartner
Joel Phillips
Joel PhillipsPartner