Lucas Bremer has worked since 2007 with small business owners and other professionals.  By specializing in this marketplace, he is able to provide unparalleled help as they develop their own long term goals and a dreams. 

 

He has found that most successful professionals are excellent at what they do but often do not take the time to plan appropriately for their own long term goals.  Often, they have done an excellent job in building their careers but feel they have some holes in either their accumulation goals or their protection goals.

 

This is where Lucas can be of value.  He takes the time to get to know you, your business or career and your family.  He spends considerable time asking questions so he can know where you are today and where you want to be in the future.  

Only by taking this time can he adaquately determine what products and services can best help you accomplish those things you want out of life.  He can help you anticipate and prepare for the best and the worst  situations. 

 

He spends this time so he can focus on his client's needs and the things they want for the family and themsleves in the future. 

 

Taking this time to get to know clients also gives the client time to really think and dream about their own future.  Busy professionals seldom take the time to dream.  We encourage it at least once a year to ensure we build solutions that help to get you where you want to be.

 

Our mission is to work with high net worth professionals and small business owners in the areas of personal and professional financial solutions.  We pledge to provide them with the most state of the art solutions and finest service available in solving each of their individual problems as if they were our own.