Our Services

  • Comprehensive Financial Planning
  • Trust Services and Estate Planning
  • Banking – Checking, loans & lines of credit
  • Ongoing Financial Advice & Goal Tracking
  • Retirement Planning
  • Custom Portfolio Construction
  • Wealth Protection Strategies
  • Investment manager selection, monitoring, and oversight
  • Oil, Gas and Mineral Rights planning expertise
  • Insurance Analysis & Risk Management Planning
  • Investment Tax Planning
  • Managing Large Liquidity Events
  • Charitable Giving
  • Business Succession Planning
  • Wealth Transfer & Legacy Planning
  • Continued Financial Education

“Appreciate the little things in life and enjoy them. Some of the best things really are free. Do not worry, less wrinkles are more becoming. Forgive, it frees the soul. Take time for yourself – plan for longevity. Recognize the special people you’ve been blessed to know. Live for today, enjoy the moment.”

– Bonnie L. Mohr

Our Process

Step 1: Establish and define the relationship with client
Step 2: Gather client data and goals
Step 3: Analyze and evaluate the client’s financial status
Step 4: Develop and present analysis and recommendations
Step 5: Implement agreed upon recommendations
Step 6: Monitor and refine continuously