Individuals As a fiduciary, we are obligated to act solely in the best interest of our clients. We create portfolios tailored to your goals and risk tolerance or review your current portfolio to ensure appropriate risk management and diversification.
Business Owners As a business owner myself and having the opportunity to advise my wife with her clinic, I understand the financial challenges of a business owner. If you farm and are deferring grain or looking to retire in the near future, we can show strategies to help minimize income taxes. As a surgeon, do you have the opportunity to purchase shares in a surgery center? We can assist with this decision.