Who We Are
Business Planning Solutions
Our team at Business Planning Associates SE carefully listens to what matters most to the business owners, and then we help clarify and prioritize your goals and needs. Team Vaughn takes customer service very seriously.
Together, we are committed to providing exceptional customer service to all of our clients.
Meet the Team
Wealth Management Advisor - Brent R Burke, CLU®, ChFC®, CASL®, RICP®
Many people look back on their lives with regret, not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.
That is where Brent Burke comes in. Brent takes the time to get to know you and your preferences. He can help you plan and prepare for the best and worst scenarios. The relationship Brent Burke establishes with you enables him to focus on your needs, what you want for your family, and what you are currently doing.
Brent Burke’s Mission
Brent Burke's mission as a Financial Advisor is to help you identify and achieve financial security for your family or business.
Along with a network of specialists, Brent provides innovative solutions using world-class insurance services and internationally recognized investment products. Through this, he develops long-lasting relationships with his clients.
Financial Advisor - R Perry Jewell, CLTC®
R Perry Jewell Mission
Financial security is often a major objective in each of our lives. You try to do what is right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, Robert will help you identify your needs and provide complementary solutions.
Robert E Hammond Jr.’s Mission
As a Financial Representative, in all situations, Robert will make those recommendations which he would do for himself and his family if faced with a similar situation.
By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, Robert will do his best to help you protect and provide for those people you care about most. He will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that he would expect for himself.
Our mission is to reflect the confidence, honesty, and integrity that you would expect from a trusted advisor. We are committed to providing reliable financial solutions that are tailored to your needs with an outstanding customer service experience. We work diligently to exceed client expectations by adhering to our vision and aligning values with actions.
Our process is less about products and more around results. By carefully understanding where you want to go, we can build a plan to help you determine the best way to get there, making updates as your world changes.
As a financial advisor, Chad Harlan can deliver and help implement a comprehensive financial plan that integrates a wide spectrum of insurance and investment solutions. Along with a network of specialists, Chad provides innovative solutions using world-class insurance services and internationally recognized investment products.
In 2007, three friends approached Chad with the idea that they should climb Mount Rainier, the third highest peak in the U.S., and one of the largest glacier systems in North America.
He had never done any severe mountaineering in his life, but four months later, there he was with crampons on his feet and a 40-pound pack on his back, grueling a 17 hour climb in the dead of night.
There were moments when he thought, “What am I doing?”
When the terrain got steep, the air got thin, and dehydration set in. But three days and 14,409 feet later, he made it to the summit of Mount Rainier. This was one of the proudest moments of his life.
Chad had thought about long-term financial security and how it can feel like climbing a mountain, but it is not as challenging as you think. With a focus and an experienced team, one can accomplish tremendous things.
And you can gain the confidence and peace that comes from knowing you have taken steps to help ensure the long-term financial security of your family. And it all starts with one step.
For more than 20 years, since he graduated from Wake Forest, he has been a financial advisor with Northwestern Mutual. He chose this line of the profession because he values relationships.
At Advance Planning Solutions SE, we are ready to leverage our experience, our team of experts, and the support of Northwestern Mutual to help get you where you want to go.
We help business owners, as well as committed couples, to articulate and document their long-term goals. Then we set a strategy to achieve them along with interim, tactical objectives so that we can check our progress, as time progresses. As fiduciaries, we recommend what we would do ourselves “in your shoes” if we had the same, exact goals.
Focus on Retirement
We’re living longer than ever—and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it’s important to develop a sound retirement plan today to make the most of your savings for tomorrow.
Steve Owings works with his clients in every phase of retirement planning:
Guidance for Business Owners
Part of attracting and retaining the best executive talent involves offering a comprehensive benefits package. Contact Stephen Owings to receive world-class, customized solutions for your business situation.
With a focused expertise on the business owner, Stephen Owings can provide guidance for any stage of your business:
Battles are not lost in the field. They are lost in the planning. That is why investors need a long-term financial plan. Since 1990, the sole purpose of our practice has been helping clients achieve their financial security objectives.
We are financial advocates working on behalf of a select group of individuals and families to provide the preferential treatment they want while delivering a comprehensive, proactive approach to financial planning from investments and cash flow analysis to tax-efficient strategies and estate planning.
Once we mutually determine that we are a good fit to work together successfully, we follow a strategic planning process to help you achieve and maintain your financial security objectives
F Mackey Schneider, CFA®
F Mackey Schneider is a wealth management advisor with us.