Broker Check

Mid-Level Management

We have specific expertise with companies like Honeywell International, AM General LLC, DLZ, and Nibco.  We specialize in working with middle management professionals at these companies.  Here are some of the ways that we serve them:


 We will take an in-depth look at the benefits offered by your employer to make sure that you are taking full advantage.  This includes the following:

  • Are you getting the most out of your company's retirement plan options?
  • Do you have enough life insurance through your employer and is it cost-effective?  Are you aware of the "creeping cost" of group-term life insurance?
  • Are you aware of what your short and long-term disability benefits are?  When does it start payout of benefits?  What is their definition of disability?
  • How confident are you in selecting the right pension payout option? It is a one-time, irrevocable decision that you must get right.


 We will help you to craft a sound investment portfolio. We will work with you within your current retirement plan, as well as your other household assets, to create a portfolio that is invested efficiently.  Some items that we will look into:

  • Are your investments properly aligned with your goals and risk tolerance?
  • Are you well-diversified across different asset classes?
  • Would it benefit you to harvest any gains or losses?
  • Are you aware of the importance of asset location?



You work hard to retire with a substantial amount of wealth.  But what then?  How will you monetize your assets into a retirement income stream that you won't outlive?  We will help you to put a retirement income plan in place that incorporates your retirement plan assets, as well as choosing the social security strategy that is right for you.  You have worked diligently to ensure that someday you can "roll over instead of roll out."  Shouldn't you have a plan of action when it comes to your retirement income?

  • Have you removed the guesswork from your retirement planning so that you can retire comfortably -and more importantly- stay comfortably retired?
  • Do you know if you can help fund your children’s college goals without sacrificing your own retirement?
  • How confident are you that you won’t run out of money before you run out of life?
  • Do you have a strategy in place to optimally combine social security, pension income, and your retirement savings?

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