Helping planners pursue their visions

There was a time when a country spanned by a vast railroad system was only a vision. To make that vision a reality, it took the skilled planning of dedicated industrialists and brilliant innovators alike. If you’re like us, you not only admire and respect planners, you are one. You’re not content with the status quo. You strive to make the most of what you have – today and down the line. You most likely have a clear vision of what you want out of life in the future. You may, however, be less sure of how to achieve that vision. That’s where we come in.

Our professionals work with clients from all backgrounds, and we understand the challenges you face and the values you want to protect. And while each of our clients may be different, there’s one thing you all have in common: The need for a lifelong financial plan designed to help you create the life you want for today, tomorrow and whatever comes next.

The Iron Horse in History

The star of countless westerns, the 4-4-0 (four smaller leading wheels on two axles followed by four larger coupled driving wheels) or “American” type locomotive was widely used in North America during the 1800s, and some 25,000 were produced. The wheel arrangement was compatible with the grades and curves of the railroad at that time but the design placed the firebox between the driving wheels, limiting fire and steaming capacity. By 1900 larger locomotives were needed to meet the growing demand of passengers and freight.

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