Casey Urshel
Casey Urshel | Director of Health Insurance
Casey Urshel serves as our Director of Health Insurance. His experience and qualifications make him one of the best in his field and he continues to hone his craft on a daily basis.
Casey enjoys time with his family, the outdoors, and helping his clients achieve their financial and insurance goals fast.
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Having control of your money means you can live the life you want now while preparing for the life you want for your future
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Our Mission
To provide excellence in service and innovative financial product design to help our clients reach their financial objectives. We specialize in helping our clients with the creation, maximization, protection, and enjoyment of their wealth by advocating for them to make informed financial decisions that reflect their value system, love of family, and commitment to the community.
Exit Planning
Exit Planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions. Each business is unique and we can walk you through how to transition over to the next generation with a plan that works for you.
Business Valuation
The most common reasons to get a business valuation are when the company owners are considering selling the business or merging with another company. The results can also be used as leverage when trying to attract investors or when you are ready to exit the business and pass ownership along to another partner or family member.
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