Services
Our Services & Process
How We Work
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