Who We Serve

We work primarily with business owners, retirees and those who seek to ensure a legacy with their wealth.


Entrepreneurs & Business Owners – the energy and time required to build and sustain a successful business is considerable. Though you may have had the time to create and grow a solid business, it’s unlikely  that you have devoted the same degree of attention to your personal financial plan.


Retirees and Near-Retirees – You are retired or about to retire and you have real concerns about whether you have saved enough for retirement.  Protecting the assets you have accumulated and making sure you have enough money so you can enjoy your golden years.


Generational Wealth – You want to do more with your wealth than just spend it. You want it to have an impact on your family and your community.  We believe in Security for Generations because we believe in securing your future and those that follow you as well.