Creating Your Legacy
At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Our Legacy Builder is a comprehensive approach that utilizes specialists and experts in the insurance field. We work to assist you in managing your retirement, leveraging your assets and strategically planning your estate.
Through this approach, our dedicated team is fully prepared to build a legacy that meets your goals, your dreams, and your vision.
The Legacy Building Process
"Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe they have far-reaching benefits for our clients as they get opinions from several sources with diverse backgrounds, education, and experience."
-Douglas A. Schmidt, RFC