Cathy and Michael have been in business together for over 30 years.
We have expertise in complementary fields that meld together business and personal needs providing a continuum of care ranging from business owners to management to all team members. The success of any business has as its foundation the coming together of a myriad of talents.
As people we all have our needs, aspirations and challenges. There is more in common with each other than there are differences. Recognizing the uniqueness of our differences leads to solutions that are relevant and valued by varied parties with a stake in the outcomes.
We are business owners, employees in our own business, family and community members, and individuals. Our experience and knowledge allow us to walk with you and truly explore what makes your world tick. Our business is not a sales process nor is it product driven. It is a conversation to understand you and evaluate solutions (and there are often many alternatives) that take you and those important to you to where you want to be…in this regard, it is really, About You.
Philosophy
Our respective expertise is founded in understanding you. Our knowledge provides the tools that deliver. Our practice brings together deep knowledge and understanding of employee benefits and wealth and retirement planning.
Plans that align with your interests and reflect high value outcomes. Planning is collaborative and best done considering short- and long-term implications. Of course, we are utilizing risk management and financial products, but we know that how you measure value and success is more than the cost. What we do together needs to arrive at the right results and truly valued outcomes. Well considered and executed planning stands the test of time. It remains affordable, sustainable, relevant and valued.
Team
This word appropriately describes how we work with each other and with you. There is no foolish question or input too small to be considered irrelevant. When we understand the objectives, every contribution matters and takes us to where we want to go.
Associations & Community
We are all connected. And we grow stronger together.
We share our time, talents and treasure to enrich ourselves and others. This goes beyond a bank balance. It is rooted in generosity and caring for one another. We are all richer in our wellbeing for care of each other, investing in charitable endeavors, personal development and expanding our knowledge and shared experiences. Investing in ourselves and those around us paves the road to true riches.
