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Pratt Legacy Advisors offers a unique and powerful, values based approach, called Legacy Planning from the Heart™. This approach helps you plan and manage your legacy, and positively impact you and your family for the rest of your life and beyond.
Alan Pratt, its founder, has over 30 years experience serving individuals and families in the Northwest. Today Pratt Legacy Advisors has helped hundr...
Driven by the strength of client focus, the teams of professionals at IPMG are continually seeking the most creative and innovative approach to address your specific needs. Whether it is specialty programs, wholesale insurance services, or claims and risk management services, IPMG is the right partner for the right result.
Integrated Financial Management for Business Owners—Planning Services include the creation and implementation of tax efficient retirement planning strategies, business succession plans and exit plans, executive benefit programs and golden handcuff programs, and employee benefits including ERISA retirement plans like 401(k).
Personal Financial Management—Services include the creation and implement...
Our Mission: “To provide you with sufficient information to make intelligent decisions about your own financial affairs.”
Your Journey: Travel your road to success with us as we navigate through the Millennium of rapidly changing economic conditions, volatile markets, and global interconnectivity.
Our Goal: To help you reach your goals. Together we can do that!
Cus...
Driven by the strength of client focus, the teams of professionals at IPMG are continually seeking the most creative and innovative approach to address your specific needs. Whether it is specialty programs, wholesale insurance services, or claims and risk management services, IPMG is the right partner for the right result.
Our Mission: “To provide you with sufficient information to make intelligent decisions about your own financial affairs.”
Your Journey: Travel your road to success with us as we navigate through the Millennium of rapidly changing economic conditions, volatile markets, and global interconnectivity.
Our Goal: To help you reach your goals. Together we can do that!
Cus...
NavGate® Technologies
NavGate® Technologies is a division of CareQuest, Inc. NavGate® (www.NavGate.com) designs and develops analytic software, web-based and cloud applications for wellness, healthcare, and care-planning initiatives- for employers, professionals and consumers. Headquartered in Madison, Wisconsin, NavGate®, CareQuest (www.CareQuestU.org), and its principals, h...
Our Mission: “To provide you with sufficient information to make intelligent decisions about your own financial affairs.”
Your Journey: Travel your road to success with us as we navigate through the Millennium of rapidly changing economic conditions, volatile markets, and global interconnectivity.
Our Goal: To help you reach your goals. Together we can do that!
Cus...
Our Mission: “To provide you with sufficient information to make intelligent decisions about your own financial affairs.”
Your Journey: Travel your road to success with us as we navigate through the Millennium of rapidly changing economic conditions, volatile markets, and global interconnectivity.
Our Goal: To help you reach your goals. Together we can do that!
Cus...
Our Mission: “To provide you with sufficient information to make intelligent decisions about your own financial affairs.”
Your Journey: Travel your road to success with us as we navigate through the Millennium of rapidly changing economic conditions, volatile markets, and global interconnectivity.
Our Goal: To help you reach your goals. Together we can do that!
Cus...