Simplifying the complex so you can save time and serve your community more.

We have years of extensive experience in helping business and non-profit entities meet their needs. Whether it be establishing or maintaining a retirement plan (401k, pension, ESOP, etc.) or executing lines of credits, our group is able to help you manage the complex options facing your organization.  Contact us if you need help with any of these items.
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Services for Executives and Businesses

  • Business succession planning
  • Strategies to diversify concentrated stock positions
  • Employee stock-option exercise and sale
  • Exchange funds
  • Hedge funds
  • Advanced Strategies
  • Investment advice on proceeds from retirement distributions or sale of business
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  • IRA pre-591/2 distributions and pre-retirement planning
  • SIMPLE and SEP-IRA plans
  • Retirement-plan analysis, including design and implementation of 401(k) plans
  • Key-person life insurance
  • Self-Directed IRAs (Traditional, Roth, Roth conversion analysis)
  • Assistance asset-allocation advice and education
  • Planning for lump-sum and periodic distributions
  • Long-term-care coverage assessment
* Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.

A portfolio that is concentrated in a limited number of securities is subject to increased risk because a loss resulting from a particular security’s poor performance will have a greater impact on the portfolio’s overall return. This risk is intensified if the portfolio is also focused on certain sectors of the economy which can, at times, be out of favor with the market.