Who We Serve
We believe our clients choose us because they want a trusted ambassador to simplify their financial planning and investment management.
Business Owners and Leaders
We are here to help you navigate the unique dynamics that come with business ownership, including succession planning, exit strategies, risk mitigation, asset protection, asset management, and tax planning. We work with business leaders who would like to retire early so they can successfully execute their next mission in life.
Each stage of life requires a unique planning process and an appropriate investment strategy. We work with working and retired individuals to create a financial and estate plan that allows them to be purposeful with their lives and their wealth.
We work with families who are or want to be extremely generous with their assets, liquid and non-liquid. These families hire us to help develop, manage, and create more capacity so their generosity can impact their families and chosen causes in the short term and for the next generation.
Yes. Financial education is a large part of what we do and something we truly enjoy. As financial education is not really taught in schools, we also spend time with younger students to help teach and equip them to learn sound financial principles (e.g., investments, giving, taxes, debt, insurance/protection planning, real estate, cash planning, etc.).
Yes, as a CFP® Professional, I love the opportunity to provide a second opinion. We do this often and we’re good at it.
Yes, we enjoy working with real estate investors to help them better understand how to manage their holdings. How do you bill? Based upon the complexity, we would bill either hourly or by the project.
Yes, we do this with regularity. Ensuring you and your family have the best policy(s) in place is crucial to having a sound financial plan.
Yes, we have many years of experience helping clients to properly sell their businesses. Part of our planning process includes financial modeling which considers tax reduction and deferral strategies such as 1031 Exchanges, charitable strategies (Donor Advised funds, Pooled Income Funds, Charitable Remainder Trust, etc.), estate planning techniques, and more. Once money is invested, there are tax planning strategies that we feel can help to offset present income due to depreciation pass-through.
We offer one-time and ongoing financial planning services. Please note this service excludes ongoing, investment management.
Advanced $5,000 – $7,500 (depends on complexity)
$250 – $500 per month
< $1,000,000 = 1.25%
$1,000,000 – $5,000,000 = 1%
$5,000,000 – $7,500,000 = .75%
$7,500,000 – $10,000,000 = .65%
$10 million + = .50%