Who We Work With Individuals To help you start building wealth, to protect your wealth from income needs and to develop your investment portfolio. Pre-Retirees For future retirement plans, pension, 401K, and profit sharing plans, for benefits calculation and for rollover / transfer options. Retirees For security and income replacement, for mature healthcare planning needs, to perform withdrawal rate analysis, to manage taxes and for portfolio development. Business Owners To manage taxes, to create retirement plans and employee benefit solutions, for business valuations and protection, and to plan business succession. Organizations For financial education in the workplace, to benefit education, community organizations and affinity groups, and for schools and speaker bureaus.