We specialize in two comprehensive, financial planning services:
First, Employee Benefit solutions for small business, aligning carriers chosen from among a carefully selected group of leading Benefit providers. We emphasize the value of employee benefit plans based upon three tenants:
- Cost effectiveness
- Ease of doing business
- Fast, effective support when needed
If these attributes are of paramount importance to you and your business, please contact Maple Creek Partners today!
Additionally, we offer objective, independent fee for service reviews of the business owner’s existing estate planning achievements to assess the effectiveness of their current plan verses the goals they have for their business, their estate and for their own retirement preparedness. We review the often independently acquired advice and counsel often obtained from lawyers, accountants, bank representatives and financial planning professionals and present a summary of our findings to enable our clients to quickly and easily identify how these collective areas of expertise impact the central goals they have for the future, and provide a recommended action plan to improve upon that plan, subject to our professional accreditation.
Pete Aarssen is accredited as a: Certified Financial Planner, a Chartered Life Underwriter, a Chartered Financial Consultant, a Certified Agricultural Farm Advisor and an Elder Planning Counselor and maintains the appropriate continued educational requirements as stipulated by the governing body for each professional designation. Shelley Aarssen is a Registered Nurse (retired), has earned a diploma as a Fashion Consultant and has many years of experience volunteering in a variety of youth and adult educational settings.