“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
- Amy Gleason
- Andrew Pierce
- Andy Busby
- Ann Swerling
- Anthony Wight, CFP®
- Arman Akbarzadeh
- Arthur R. Riley Jr. CFP®, CEPA®
- Ashlyn Gibbs
- Bailey Closser
- Benjamin Evers
- Brad Seib LUTCF®, RICP®
- Brad Masek CFP®
- Brady T. Westphal ChFC®, CFS®
- Brian Schmuke, CLU®, ChFC®
- Brian M. Roberts CFS®
- Brittany Marquart
- Brooks Kickham AIF®, ChFC®, CLU®, CFBS®, CFS®, CLTC®
- Bryan DeCoursey
- Carrie Bischof
- Chadwick Newby
- Charlie Sottoriva
- Chase Chick
- Cheryl Linn
- Christopher Campo MBA, CFS®, CASL
- Christopher Kramer MBA
- Chuck H. Dow, CLU®, CLTC®
- Connor Silverstein
- Courtney Kesterson
- Dakota Adams
- Dan Marcotte
- Dana Riek
- David Iannetto
- David Yount, CEPA®, CLTC®
- David Heaney
- Derek Hardin
- Diona Cann
- DJ Read
- Don Fitzgerald, CFP®
- Drew Tomek
- Dustin Irish
- Ed Drummond
- Edward Banks-Johnson Jr
- Eric Krumm
- Eric Burke
- Ethan Eitel
- Floyd Reed III
- Greg Harvey, AIF®
- Gregory Lowhorn
- Gregory D. Stein
- Jackson Bartholomew
- Jacob Crooks
- James Warren
- Janice Miller
- Jason Head
- Jason Cummings
- Jason Iseminger
- Jason B. Harness, CLTC®, CEPA®, CFBS®
- Jeff Belzeski
- Jenna Bennett
- Jeremy Harness, CEPA®, RICP®
- Jeremy Shook, CMFC ®
- John Weeks CLTC®
- John Dodson
- John Distefano
- Jordan Wright
- Joseph Thomas
- Julie Roach
- Julie Avey
- Justin Hennessey CFP®, ChFC®, CLU®
- Kara Perry
- Katie Bennett ChFC®
- Kayle Wright
- Kelia Sjoberg
- Kelly Morrison
- Kelly Zurliene
- Kim O'Shea
- Kody Cook
- Kristen Phillips
- Kyle Ortmann
- Lanny Curnes
- Larry R. Gann CLU®, ChFC®
- Leonard "Fritz" Sander Jr.
- Lisa Gleason
- Logan Offner
- Lori Dugger, WMCP
- Luke Niemeyer, FSCP®
- Lynn Richmond
- Madison Arcuri
- Mallory Immethun
- Marc Chenot
- Marc Hammer
- Mark Hiatt
- Marquisse Taylor
- Mary Busby-Simpson
- Mason Hill
- Matt Dieker
- Matt Albers
- Matt Westphal
- Matthew Merrick
- 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 Niemeyer
- Philip A. Miceli III
- Phillip Barringer
- Phillip R. Wight
- R. Jacob Swearingen, CFP®
- Rachel Tucker-Acharya
- Rachel Vogel
- Richley West
- Robert Herdler CLU®, ChFC®, ChSNC™
- Robert Frazier
- Robert Dean, MBA
- Roger A. Koch CLU®, ChFC®, LUTCF
- Ryan Paisley, CRPC®
- Ryan McLaughlin
- Ryan S. Robinson
- Ryley Broadway
- 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®
- Stanley Strecker
- Stanton Lohrengel
- Stephanie Westwood Rothermich CLU®, CFBS®
- Steve Draper
- Ted A. Guebert
- Thelma Ruff
- Thomas Hadican
- Timothy Smith ChFC®, CLU®
- Tina Lender
- Tom Bindbeutel
- Trenton Hagen
- Trevor Uhls, MBA
- Trevor Price
- Tyler Roberts
- Tylor McDonald
- Wood Faugue