Who We Serve
Established blue-collar businesses with a “big box” provider for 401(k), health insurance, and payroll.
Characteristics
Business Operations of 7+ Years
Annual Revenue of $3-$50 million
10-50 Employees
Competitive, Growth-minded Business Owner
Desire for local advisors who know their business and can coordinate with one another
Local businesses that have outgrown impersonal national 401(k) providers
Business owners approaching or completing a sale
Characteristics
Sale or Transition Expected Within 5 Years
Significant Net Worth Tied to the Business
Uncertain What Amount You Need From a Sale
Multiple Professional Advisors to Coordinate
Planning for Life After the Business
Widows
We may be especially helpful if you:
Are assuming responsibility for financial decisions your spouse previously handled
Want someone to explain your finances clearly, without unnecessary jargon
Need help organizing investment accounts, retirement assets, insurance, estate matters, or Social Security
Are making important decisions about your home, lifestyle, family, or charitable giving
Want an advisor who will take the time to listen before recommending what comes next