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Independent Advice

Our Top Knot FormulaTM is driven by personalized comprehensive financial planning and includes unraveling each sector of your financial life including:

Investment Management

  • asset allocation
  • rebalancing
  • stocks, bonds, ETFs and mutual fund

Retirement Planning

  • 401k reviews
  • Roth IRA and Roth Conversions
  • Traditional IRA
  • Implementing Simple and SEP IRAs for your business planning needs

Risk Management

  • Life insurance reviews
  • Disability/income protection
  • Long-term care

Tax Planning

  • Coordinating with your personal CPA/accountant/attorney

Estate Planning

  • Farm and Business Succession Planning
  • Cooridinating with your team of professionals including your CPA and Attorney
  • Debt and Cash Flow Management
  • Educational Planning including 529 plans
  • Charitable Giving and establishing personal giving strategies through use of IRA's, beneficiary planning, appreciated stock, etc.

Our process is designed to ensure our clients never outgrow our process, they grow into it, as their lives unfold and needs evolve. We strive to build a lasting personal relationship offering comprehensive planning to you and the generations who follow.

If you like what you see, please schedule a meeting today by clicking on the link below:

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (712) 775-2251