Business Suite

Our first priority is helping you take care of yourself and your family -- and if you are a business owner, this often starts at the business level. We want to learn more about your situation, identify your dreams and goals, and understand your tolerance for risk and apply all of this information to your business situation.

The link below takes you to a questionnaire that is designed to gather basic information in one place, which is usually very helpful both for you and for us.  If you want to move forward with a conversation, please click the secure link, complete what you can (it’s not necessary to have everything) and then hit “submit” when you are done.  If you want to print a copy for yourself before you submit it, that is easy to do. 

Once we receive it, we will look it over and get a “big picture” look at your situation.  This helps the initial conversation to be much more productive.  We will then contact you to set an appointment.  

There is no cost or obligation for these initial conversations.  It is our intention to give you time and opportunity to ask questions you might have, talk about your future plans, and so forth.  Then, if and when we are able to help you, we would discuss any costs associated with that help at that time.