“If you really look closely,
most overnight successes took a long time.” - Steve Jobs

Solutions for Businesses
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As a business owner, you know being prepared for anything is part of who you are. If one thing is certain today, it's that you can't be certain about what will happen tomorrow. You can, however, be certain that you've taken action to help protect yourself and your business from the unexpected.
Think about what would happen to your business if you, your business partner, or a key employee were to unexpectedly die or become too sick or injured to work. There's no doubt that this would have a tremendous impact on your business and its continued success. But there's good news: this is something you can plan for.
We can help with business planning strategies that are designed to protect your business from the unexpected and help ensure the business you've worked so hard to build withstands the test of time.

Succession Planning
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The death or disability of an owner is one of the greatest threats to a business. Not only can it severely impact the day-to-day operation of the business, but it can raise all sorts of business succession and estate tax problems – proper succession planning can help.
Succession planning affects everyone who has an interest in the business—business partners, family members, and key employees. It is critical that you have meaningful discussions about often overlooked issues, such as who the ideal successor should be, what is the value of the business, and what is the timetable for transition. No matter what event occurs, either expected or unexpected, we can help you develop a succession plan that can help ensure a smooth transition according to your vision for the business' future.
Find a Financial Professional
- A. Moghis Mian, MBA, RICP®, LUTCF®
- A. William Dehlendorf
- Aaron Bockman ChFC®
- Addison Degen - Twin Financial
- Aimee Westrich
- Alejandra Walkup
- Amy Gleason
- Andrew Pierce
- Andy Busby
- Anthony Wight, CFP®
- Arin Owens
- Arman Akbarzadeh
- Arthur R. Riley Jr. CFP®, CEPA®
- Ashlyn Gibbs
- Austin Greer
- Brad Seib LUTCF®, RICP®
- Brad Masek CFP®
- Brady T. Westphal ChFC®, CFS®
- Brian Schmuke
- Brian Lorenz
- Brian M. Roberts CFS®
- Brigid Wood
- Brittany Marquart
- Brooks Kickham ChFC®, CLU®, CFBS, CFS® CLTC®, CFS®
- Bryan DeCoursey
- Carrie Bischof
- Charlie Sottoriva
- Chase Chick
- Chelse Swoboda
- Cheryl Linn
- Christopher Campo MBA, CFS®, CASL
- Christopher Kramer MBA
- Chuck H. Dow, CLU®, CLTC®
- Cindy Gross
- Connor Silverstein
- Dakota Adams
- Dan Marcotte
- David Iannetto
- David Yount, CEPA®, CLTC®
- Derek Hardin
- Dick Huber
- Diona Cann
- Don Fitzgerald, CFP®
- Dustin Irish
- Dylan Adams
- Ed Drummond
- Edward Banks-Johnson Jr
- Eli Wheeler
- Emily Hale
- Eric Krumm
- Ethan Eitel
- Floyd Reed III
- Fred Drummond
- Greg Harvey, AIF®
- Gregory D. Stein
- Hayden Smith-Rosenkrans
- James Warren
- Jamie Boydston
- Janice Miller
- Janie Eakle
- Jason Head
- Jason Cummings
- Jason Iseminger
- Jason B. Harness, CLTC®
- Jenna Bennett
- Jeremy Harness, CEPA®
- Jeremy Shook, CMFC®
- John Weeks CLTC®
- John Dodson
- John Sight MSFS, CLU®, ChFC®
- John Sample
- Joseph Thomas
- Julie Avey
- Justin Hennessey CFP®, ChFC®, CLU®
- Kara Perry
- Kathy Mueller
- Katie Bennett ChFC®
- Kayle Wright
- Kelia Sjoberg
- Kelly Morrison
- Kim O'Shea
- Kody Cook
- Kristina Holloran
- Kyle Ortmann
- Lanny Curnes
- Larry R. Gann CLU®, ChFC®
- Leonard "Fritz" Sander Jr.
- Lisa Gleason
- Logan Offner
- Luke Niemeyer, FSCP®
- Lynn Richmond
- Mallory Immethun
- Marc Chenot
- Marc Hammer
- Maria Alvarez
- Mark Hiatt
- Marquisse Taylor
- Mary Busby-Simpson
- Matt Dieker
- Matt Albers
- Matt Westphal
- Matthew Merrick
- Matthew Dulick
- Matthew Rothermich
- Meaghan Keeven
- Megan Knight
- Michael Daley CPA*
- Michael Middleton, CLTC® , RHU®
- Michael Vanzandt
- Michael E. Fleming
- Mike Fleming CLU®, ChFC®, CFP®, RICP®
- Morgan Paulson
- Myla Picker
- Nathan Duncan
- Paige Brooks
- Patrick Donlan
- Philip A. Miceli III
- Phillip Barringer
- Phillip R. Wight
- R. Jacob Swearingen, CFP®
- Rachel Tucker-Acharya
- Robert Herdler CLU®, ChFC®, ChSNC™
- Robert Frazier
- Robert Dean, MBA
- Roger A. Koch CLU®, ChFC®, LUTCF
- Ryan Paisley, CRPC®
- Ryan McLaughlin
- Ryan S. Robinson
- Rylee Erwin
- Ryley Broadway
- Sam Norton
- Sam Schell
- Sam Jordan, CFP®
- Samantha Corbitt
- Sarah Ringkor
- Saz Shrestha, CFP®
- Scott Sanders
- Scott D. Colby CLU®, ChFC®
- Scott J. Wheeler
- Shelley Hines
- Spencer Phillips, CIMA®
- Stanton Lohrengel
- Stephanie Westwood Rothermich CLU®, CFBS®
- Stephanie Anderson
- Stephen Lather
- Steve Draper
- Ted A. Guebert
- Thelma Ruff
- Thomas Hadican
- Thomas Bindbeuetel
- Timothy Smith ChFC®, CLU®
- Tina Lender
- Tom Stimac
- Trevor Uhls, MBA
- Trey Backes
- Tyler Roberts
- Tylor McDonald
- Venessa Van Schalkwyk
- William Difani
- Zach Oldham