How We Work
Our business revolves around you... our client.
We take pride in delivering the utmost in care to our clients, so that first conversation is really important to us. By getting to know you as a person, we can take a deeper dive into your financial journey. It helps us to uncover your own personal definition of financial sucess and helps us navigate the multiple road blocks that exist that prevent you from attaining those goals.
As such we have developed expertise in areas in addition to the customary asset management you would come to expect. Tax Management, Long Term Care Planning, Trust and Estate Planning, Medicare are some additional areas where we help clients just to name a few.
Eric Stroehle, CLTC, RFC, CES
General Managing Partner & Investment Executive
866-927-5824
Eric’s story starts out in 2003 when he decided to take his analytical skills, boyish good looks, and dry sarcastic humor, and embark on an adventure in Financial Services. Eric left his original career in Mechanical Engineering...
Sean Stroehle, JD, Life & Health License
TFRA Strategist
Sean is motivated by the challenge of client goals and finds meaning in facilitating a client solution. Sean’s insight into actuarial analytics and keen ability to address tax and legal issues are the fundamental building blocks...