Owning a business can be a dream come true, but it can also create unique personal financial considerations. With our experience helping small business owners with ongoing advice, we help our clients consider tax strategies, employee benefit and retirement plans, insurance and protection plans, business valuation and succession planning. Using our exclusive Confident Retirement® approach, we offer personalized advice to help them make more confident financial decisions for themselves and their business, today and for the future.


Advisors

Eric Johnson

Eric Johnson

Financial Advisor

Visit Eric Johnson's website
Vance Lahey

Vance Lahey

Financial Advisor

Visit Vance Lahey's website

Team

Melissa LeGrand

Melissa LeGrand

Practice Manager,

Client Relationship Specialist
Kelley Rolfsen

Kelley Rolfsen

Administrative Assistant

Kimberly Combs

Kimberly Combs

Administrative Assistant