BUILT ON TRUST,
ROOTED IN RESULTS
A family business that honors past generations — while providing for future ones.
SERVICES
Agnostic Growth Solutions
CORE VALUES
Our business is built on multigenerational family roots where a strong ethical and entrepreneurial spirit has always been prized. We honor hard work and due diligence to successfully preserve family legacies and business goals by helping your assets grow for future generations.
THE SOLUTIONS
Skilled problem-solvers, we apply best-in-class solutions to align with your goals to build and help cultivate a future of certainty, and sustained growth. Challenges that become opportunities include:
- Company Valuations
- Plan evaluations
- Financial Planning
- Life Insurance Audit
- Consultation with Tax Planning Attorneys
THE RESOURCES
Fully independent and driven solely to deliver results for our clients, we align with trusted partners to offer a product portfolio that includes:
- Life Insurance (term and permanent)
- Disability Insurance
- Annuities
- Fee-Based Wealth Management
COLTER DENNIS
OUR HISTORY
A family legacy serves as the foundation of the Colter-Dennis value proposition, which is to ensure clients the highest level of service through an unwavering commitment to ethical standards matched by a robust work ethic.
Years Combined Experience
Policy Value