Our team helps family owned businesses leave a legacy by helping our clients understand, protect, grow and transfer their wealth and values to the next generation.
When it comes to protecting your FAMILY, your LIFESTYLE, and your ASSETS, do you have a Plan?
Nearly 2 in 5 business owners lack confidence to retire.
Relying on your business as a retirement plan can be risky. You don’t know what the future holds but you can take action today to save for the retirement you’ve always wanted.
As an entrepreneur how do you define FINANCIAL INDEPENDENCE?
Are you in business to create BUSINESS wealth or PERSONAL wealth?
Are you more worried about what money will do TO or FOR your heirs?
The right choice for your family. We start by discussing your family concerns and wealth concerns and building a customized plan to fit your needs and priorities. We specialize in working with Family-owned and operated businesses so we know the best way to help you understand, protect, grow and transfer your wealth and values to the next generation.
David M. Chaney, ChFC®, CLU®*
Director of Advanced Planning
(405) 286-1500 x6302
(405) 286-1500 x6329
(405) 286-1500 x6306
(405) 286-1500 x6313
(405) 286-1500 x6305
The Business Cycle
Keeping Good Records is Good Business