Areas of Practice
What do you want? We are experts at helping you to identify the things that are truly important to you and your family. We then create alignment with your wants and financial capabilities in order to get you to your wants as efficiently as possible.
When you think about protecting your family, your lifestyle, your business, or your assets, do you want failure to be an option? We specialize in creating cost effective strategies to protect those people and items that are most important to you.
Not planning for your end of life is still planning, just not providing the outcome you would likely want. We coordinate our long term planning with estate planning professionals to ensure that all your goals are still achieved, even when you are not around to see them fulfilled.
We do not believe in cookie-cutter solutions, or that “one-size fits” all when it comes to investment advice and asset management. We offer custom solutions for our clients. Weather you are looking for growth or income, we have a solution for you.
reducing Wealth erosion
We measure, understand, and prepare you for those things that are outside your scope of control that take money from you continually, sometimes without you even realizing it is happening. They include taxes, financing, inflation, market volatility, technological change, and planned obsolescence, just to name a few.
working together from a distance
It doesn't always work out for us to live right next to the people we work with. Technology has made it possible and efficient for us to work with our clients that are more than a convenient drive away.
We create, implement, and manage long term streams of income that avoid inadvertent taxation, while consistently keeping in mind the inherent risks that can undermine any plan at any time for anyone.
We help business owners answer one of the most difficult questions: "How do I move equity from the business balance sheet to my personal balance sheet, without hurting my business?" We identify what is working against you and locking up your money. We then create the plans that can successfully build your personal wealth without damaging the business. We also provide business valuations.