Broker Check

Affiliated Teams

Dwight Moldenhauer Inc.

Dwight Moldenhauer Inc.

As of 2021, Egon Moldenhauer has taken over as principal and team lead of Dwight Moldenhauer Inc. While Dwight is looking forward to this next chapter, he still remains deeply involved with the high level operations of DMI, and acts as an Advanced Planning consultant on complex cases.

Founded in 1999, Dwight Moldenhauer Inc grew out of the many years of working with business owners and their key employees and hearing them express time and time again their needs, fears and desires. Business owners, for the most part, recognize that their success often came at the expense of their personal asset creation and wealth protection. Their largest asset is typically their company but their personal wealth accumulation needs and family protection outside of the company also need attention. These same business owners recognize that their key talent was and continues to be important to their success and they recognize that they will be critical to their succession plans.

Traditional benefits don’t provide the incentive to reward and retain the loyalty of these key people. Selective Executive Benefit Plans provide unique opportunities to help the business owner with these critically important business strategies.

For many years we have learned from key employees of successful companies what really matters to them. Typically it’s protecting their family’s income in the event something happens to them and an opportunity to build retirement funds. But in the absence of these benefits, it is a rare individual that won’t move on to a better offer at another company. Well designed benefits can provide true value that is targeted and selective and provide the business owner with current and future flexibility.

It is rewarding to work with companies that are committed to success. They enrich the lives of their employees and the very fabric of our community.

Lutz & Associates

Lutz & Associates

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.

Miller Hall Financial

Miller Hall Financial

Elisabeth Hall and Julie Walker form the team of Miller Hall Financial Professionals located in Bemus Point, New York. They have worked together for over 12 years serving clients with friendly and knowledgeable advice.

Elisabeth (Beth) learned from her father, Craig Miller, about the importance of connecting with clients and guiding them toward a successful retirement. Beth focuses her practice on retirement and estate planning. She currently holds a JD degree from the University at Buffalo School of Law as well as a Master degree in Business from St. Bonaventure University. She assists clients with planning designed to protect their assets both for their own use and their legacy intentions.

Julie Walker joined Miller Hall Financial as Office Manager over a decade ago. She is an integral part of the office and addresses client needs with ease. Julie handles most client requests immediately due to her depth of knowledge in insurance, investments, and estate planning.

Beth and Julie look forward to sharing with you the unique approach to planning used at Miller Hall Financial. We enjoy building relationships with clients that last a lifetime. At Miller Hall, you'll find skilled professionals focused on making financial and estate planning both meaningful and enjoyable.

Praxis Financial Group

Praxis Financial Group

Praxis Financial Group is a specialized planning team within Alliance Advisory Group Network, a privately held financial services firm that has been serving the Western New York community for 40+ years. Our team of specialists provides a customized, boutique wealth planning experience to help you create the financial freedom you deserve.

The services we offer mean very little without the dedicated people who rally behind them. Our hand-picked team of professionals, coaches, and industry specialists are highly credentialed, fiercely committed, and driven to serve the best interests of our clients at all times.

We are proud of every person on our team. We are confident in their ability to serve you and your family on your personal wealth journey. Feel free to get to know us in more detail by clicking on the pictures below. And as always, please don’t hesitate to reach out if you have any questions.

<span>Starboard Wealth Strategies</span>

Starboard Wealth Strategies

Starboard Wealth Strategies exists to educate and empower open minded people to make confident financial decisions through a personalized, tailored approach providing them with an enhanced experience of life.

Over the years it has become evident that at no level of education are we ever truly equipped with the proper tools, process, or steps to reach financial independence. And too often it has been discovered that people are left with uncertainty, doubt or even fear around their future.

Your journey to financial freedom and maximizing your potential begins with a single step, a conversation. A conversation to identify what you really want in life, what steps you are currently taking, and discovering what variables could get in the way or what opportunities exist. A proactive approach can go a long way.

By working with Starboard Wealth Strategies, you will gain a professional who will bring knowledge, experience, and a strategy to apply it, for your specific situation. Our collaborative, macro-economic philosophy can create a roadmap toward success as you define it, leading to stability, confidence, and clarity.

If you are ready to take life by the reigns and create the future you want, or if you simply want to see what there is to learn, schedule a conversation. We look forward to speaking with you.

Wholistic Wealth

Wholistic Wealth

With our Protection First philosophy (which includes a thorough evaluation of existing and potential financial risks), we help families and business owners achieve Financial Balance through the strategic integration of their insurance programs with their assets and investments - with the goal of enhancing retirement cash flow (and overall confidence), while maintaining a legacy for the people and causes they care about.