Who We Serve
What We Do
How We Implement
Helping people, one relationship at a time.Providing financial security for life through wealth management, retirement plans, and worksite benefits.
An effective exit strategy is an effective business strategy. Business owners do things in their company every day that impact their value. Implementing the exit planning methodology will give you a better company today with more value tomorrow. Our advisors are Certified Exit Planning Advisors (CEPAs). Through the process of Exit Planning (the Value Acceleration Methodology), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals.
Keep up to date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for business owners. Click here to subscribe to Eipic Insights, the weekly newsletter for your journey towards financial security.
After performing cost and benchmarking analysis for our municipal clients, we have found that municipalities often overpay for retirement and employer-sponsored benefit plans compared to the private sector.
We operate through a distinctive process, eipic!™ where we work as financial advisors to your plan. This means quarterback coordination throughout the entire process, so you and your employees can reduce your administrative costs and burden, while we shoulder the fiduciary responsibilities. So, take the first step.
We teach our clients how money really works, ways to protect it, grow it, enjoy it without fear or guilt, and preserve their wealth for years to come.
Together, we will work to understand your specific needs and identify what is most important. Whether that means saving for college, buying a business, preparing for retirement, or estate planning, we will be your guide and mentor along the way.