Business Planning

Our team provides you with creative solutions through a number of advanced strategies that can be custom-tailored to meet your specific needs. We offer services in the following areas:

Executive Bonus Plan (Sec. 162 Plan)

Key Person

Nonqualified Deferred Compensation

Simplified Employee Pensions (SEPs)

Business Exit Planning

The success of a financial strategy is often more dependent on its systematic nature than its rate of return.
Kurt G. Poetschke
Private Client Division
The best time to plan is before you have to. If you wait until you have to plan, you are reacting and not planning, and your options are very limited.
Stephen Hull MBA, RFC
Registered Financial Consultant
Compound interest is good, compound taxation is bad.
Ray Croff CLU ChFC RFC CAP
Registered Financial Consultant Managing Partner - Denton
Our firm philosophy is simple: protect assets, grow wealth & live well.
William E. Watson III
Registered Financial Consultant President General Agent
Successful people make a habit of doing what unsuccessful people are unwilling to do.
Holly L. Hullum
Private Client Division
All well managed portfolios hold defensive reserves.
Harlan W. Wiese RFC LUTCF CLTC
Private Client Division Brokerage Manager