On the team we have four financial planners who specialize in various areas;
Retirement Plan specialist whose focus is on 401(k), 403(b) and group retirement plans for our business owner clients.
Risk and wealth management specialist whose focus is on a client's insurance and wealth management needs
Investment and Income planning specialist whose primary role is to drill down into a clients investment portfolio to ensure that they are well positioned and will have enough income for retirement
Financial Planner and Retirement income specialist whose primary focus is to work with the other three specialists, review a client's entire financial picture and determine the most appropriate products and services that will guide the client on the path to financial success; whatever that clients vision may be.