Our Services

Business Planning • Retirement Planning • Estate Planning • Exit Planning

Whether you are an individual or business owner, we take the same approach to creating a lifestyle.

After 40 years in and around the financial services industry, I am sorry to say the industry as a whole still sells primarily in one fashion. After giving the client a headache, most planners and advisers sell the client an aspirin. Most financial service organizations focus on product-based solutions. The challenge with this method is often considerable additional cost and the future performance of the product is unknown. The other challenge is when you define success predominately based upon net worth and assets under management, you lose sight of some key points.

In our alternative, the main difference is we focus on a process to build and protect wealth with efficiency at the core. The difference is we define wealth by available cash flow and quality of life. We use an academic approach, not an emotional one based upon what some products have done in the past. We all have heard the legal disclaimer “Past performance is not indicative of future results,” but the public overlooks this everyday as if past success is assured in the future and buys into these products again and again. Past performance is not a good enough reason to stake your future quality of life and that of your loved ones.

We do three things in our process:

1. Our objective is to deliver unique and verifiable strategies over and above what one is currently on track to attain.
2. To do this without taking on more risk. In fact, we aim to greatly lower the risk exposure of our clients.
3. To achieve the above without having to sacrifice your lifestyle.

Here’s the bottom line:

We have no black box or magic formula for success. We cannot and will not try turning $1 into a $1,000. However, we can and will show you how to add greatly to your worth without additional risk, and usually with greatly less risk.

We do not turn a Chevy into a Mercedes, but we will make your Chevy run as efficiently and effectively as possible.

We make it our responsibility to help ensure you reach your potential, and we accomplish this by offering unmatched experience and world-class service. We have been blessed to be associated with several highly-skilled, proven financial advisers and top-notch professionals, all who come together with Peter Grandich as your Quarterback. Our team has strong moral and ethical values, using good judgment to apply the highest integrity to every decision they make for our clients. There are caring, respectful and empathetic.

A confidential, complimentary consultation awaits you. Life is all about choices. Make the right one and contact us today.