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

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.