Clients

We work with a variety of individuals and clients of all backgrounds and situations, and offer specialty expertise while working with:

Small Business Owners

Small business owners are the backbone of our economy and we enjoy working with them to maximize their income and protect their assets. We can help entrepreneurs plan for uncertainty, succession and retirement.

Veterans

I was born on a naval base and spent much of my childhood as a military kid. We are proud to serve those who have served our country, and help them with their financial needs.

Construction

My grandfather spent his life building homes, so I understand the ups and downs of this industry. We assist the dedicated people of this profession with retirement income planning, estate planning and life insurance needs.

Oil and Gas Industry

My father worked most of his life in the oil and gas fields. We understand how volatile and uncertain life can be in this line of work. We want to help these hard-working individuals prepare for what lies ahead, as well as address their retirement income and estate planning needs.

Medical Professionals

Physicians have unique challenges when saving for retirement and planning for their futures. We work with many family practice doctors, dentists, ophthalmologists and chiropractors to overcome these hurdles so they can focus more energy on their patients.

Agricultural Professionals

We work with many farmers and ranchers to help them plan for the transfer of their estates to the next generation, as well as their life insurance, retirement income and overall financial needs.