For each step in your family’s life

Helping to maintain your independence

Approaching or entering retirement, you may fear the possibility of outliving your savings. We can help ease your concerns by providing custom, strategies driven by your vision of a long, healthy and independent retirement.

• 401(k) rollovers. Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals.
• Long-term strategies. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence.
• Understanding the risks. For a long and healthy retirement, we will help you understand such influences as risk and investment time horizon, evaluate your insurance needs (including long-term care) and help you maximize your Social Security benefits.

“What's the number one worry about retirement? Running out of money. We'll work with you to develop a strategy that can give you confidence in the future.”

— Skip Anderson

Our integrated approach

What do you need to maintain your lifestyle? This simple question is the key to building a financial plan that evolves with your needs and helps you pursue your goals.

• Retirement income planning. We will work with you to help preserve your lifestyle and livelihood in retirement.
• Insurance review. Our team views insurance as a tool to help protect your family's assets, replace income and create a legacy for future generations and philanthropic beneficiaries.
• Liability management. We provide a wide range of lending options such as securities based loans, mortgages and commercial loans.
• Education funding. Through the implementation and monitoring of college savings programs, we offer solutions that work with all your planning goals.
• Trust and estate planning strategies. We have the experience and the resources to address the complexities of your estate, philanthropic and legacy planning goals.

“We always try to make things simple. Many clients come to us because the complexity of their financial lifes has outstripped their ability to manage it. We help you take control.”

— Elaine Flanigan

Customized portfolios based on your priorities

By listening and aligning with your goals, we focus on investment strategies that help mitigate risk and build diversified portfolios across asset classes. With access to an open platform of premium financial solutions, along with a disciplined process, we help ensure we develop customized strategies based on highly-focused analysis.

• Portfolio management. We build customized portfolios based on our comprehensive money manager due diligence and planning process. Our value-oriented approach allows for a diversified investment strategy.
• Asset allocation. We help determine an asset allocation strategy appropriate to your goals. Prudent and disciplined, we offer an open platform of investment solutions so we can hone in on what's most appropriate to your retirement goals.
• Tax-advantaged strategies. Our team can work with you and your tax and legal advisors to develop tax-advantaged solutions.
• Preserving multigenerational wealth. We understand the connections between wealth and family and we are positioned to address your family's wealth transfer and philanthropic needs.

“Without undo risk or unnecessary complications, we develop investment strategies that have the potential to patiently build and preserve wealth over time.”

— Chick Anderson

Services that help simplify your financial life

By offering high-touch service, and a time-tested process, we aim to be helpful in every aspect of your financial life. That's how we have builds long-lasting relationships.

• Customized client service. Our entire team is highly accessible, offering consistent communication and ongoing reviews. Responsive and attentive, we have built long-lasting relationships by offering robust service that anticipates your needs.
• A focus on transparency. We work for you and always puts your needs first. Because we keep your best interests at heart, we put a premium of transparency, specifically about the actions we take, the information we provide and how we structure our fees.
• Bringing together the best resources. By working closely with your tax, legal and insurance advisors, as well as our network of financial experts, we can incorporate all perspectives into one integrated approach.

“We know that there are real people behind the numbers and investments who are counting on us for the helpful, personal service that simplifies their lives.”

— Ron Chesney