Protecting Your Downside and Growing with a Plan

Professionals that are successful, those that flourish in a competitive environment, are the ones who recognize and solve problems. However, they also know when to ask for help. They also know how to hire the right “expertise.”  

Our team of experts and I can help you by identifying your financial security needs, and then addressing those needs with the right and practical solution of insurance and investment planning.

Why We Exist:

  • Our purpose is to create a plan that helps you accomplish significant goals, and help provide financial security to those you care most about. 
  • We believe by providing clarity and confidence around your personal finances, so you can pursue your life to the fullest. 
  • We accomplish this by combining financial planning, insurance, and investments to help you execute and maintain your financial goals throughout your life and future generations. 
  • This is an evolving process that transitions and grows over time.

The Ultimate Goal:

  • Our vision is to bring a responsive team of professionals to support the growth of personalized, multi-generational wealth creation and transfer for our clients.
  • Relationships, Values, Discipline, Passion & Excellence.
  • Our team is dedicated to providing you a disciplined, proactive approach to accomplishing your personally significant goals.

Characteristics of our clients:

  • Ambitious - High energy - Decision maker.
  • Want advice surrounding their finances.
  • Appreciate a responsive disciplined team.
  • Desire a personalized experience to financial planning.
  • Want to create something impactful with their finances.

Our typical client demographic:

Business owner / Entrepreneur:

  • Your situation is different when you run a business.
  • Typically you have invested a lifetime of energy and resources into your business.
  • Making sure your vision is a reality is what we do.

Partners and Associate Attorney's:

  • You live a busy life and need a partner to help consolidate and strategically plan for your future financial success.
  • There are some complex retirement benefits through your firm that need to be better understood, and complemented appropriately to be maximized.
  • You appreciate a concise form of planning that is efficient, and routinely updated.
  • Most of our clients are busy building their careers, leaving whatever time leftover with their family and friends. We make sure nothing falls through the cracks and protect your downside.

Scott K. Ellison, LUTCF
Financial Advisor

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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