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Business and personal investment services

Financial guidance for Business Owners and their Families

Retirement Plans and Financial Wellness Programs

We provide retirement plan consulting and employee wellness programs as a part of a three-part solution to improving employee productivity and loyalty.  All managed by Sean DeFrehn an Accredited Investment Fiduciary Designee®.

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Balancing of Personal and Business Financial Issues only Owners are faced with.

When a business is a part of your life your needs are more complicated.  You’re faced with variable income, fiduciary responsibilities concerning your company retirement plan and more.  We help you balance these concerns to help you achieve your goals.

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Individual and Family Financial Planning and Guidance

We guide families and individuals on personal financial decisions from Investments and insurance to debt management.  Your personal financial wellness is our goal.

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We value your time.  

We are constantly working to minimize the time you need to put into working on your investments.  We do as much as we can for you, from filling out forms and sending you a DocuSign to hosting Email meetings for investment committees.  

If we can find a way to save you some time we do it.  

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"Most of our clients don't have the time to devote to managing their investments they should.  I help them so they can spend time on what's really important."  

Sean L. DeFrehn

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