WE HELP PEOPLE

MEET YOUR COMPREHENSIVE PLANNING TEAM*

Regardless of where you're at in life's journey, we serve individuals just like you. Our advisors closely work with clients including retirees, entrepreneurs, small business owners, institutions, and non-profit organizations. The scope of your business or the size of your account doesn't matter: Your goals and purpose does. That focus helps us create personalized life plans^* tailored to your vision and situation.

^*Services offered through Braden and Ben's affiliation with Eagle Strategies LLC, a Registered Investment Adviser.

WE’RE PASSIONATE ABOUT OUR MISSION

We help business owners, affluent individuals, and families design a preferred future. Our clients deserve personal attention and a team that cares about the details of their life experience. That’s why we aim to exceed our clients’ objectives in all aspects of retirement, estate, and business planning.

Healthy, long-term relationships with individuals and their families, businesses, and trusted advisors underscore our commitment to excellence. We’re honored by frequent referrals from our clients, and we build ideal outcomes for them and the communities we serve.

“Our modest beginnings are rooted in our DNA: We haven’t forgotten who we are and who we serve.”

TEAM

SERVICES

SPECIALIZING IN

FINANCIAL STRATEGIES

RETIREMENT PLANNING

WEALTH MANAGEMENT*

ASSET PROTECTION

CHARITABLE GIVING

GENERATIONAL WEALTH PLANNING

ESTATE PLANNING

EXECUTIVE BENEFITS

BUSINESS PLANNING

BUSINESS SUCCESSION

INSURANCE AND ANNUITIES

PROUDLY SERVING

BUSINESS OWNERS

EXECUTIVES

GOVERNMENT EMPLOYEES

FAMILIES

RETIREES

DOCTORS

ENTREPRENEURS

SCHOOL DISTRICTS

INDIVIDUALS

PRE-RETIREES

FARMERS

AND MORE...

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simply enter a few basic details about your current financial situation through the link below.

CREATE A PLAN TO ACHIEVE YOUR GOALS

ALLIANCES

ELEVATED THINKING

INFINITE POSSIBILITIES

HIGHER PURPOSE

VIDEOS

FEATURED VIDEO

There’s so much more to life than money. It really comes down to loving and wanting to serve people. There are three key things that we go over with our clients:

If you could transfer your money to the next generation

If you could transfer your knowledge, or

If you could transfer your relationships, your morals, and values

What would you transfer the most?

WATCH MORE VIDEOS