We help families and business owners uncomplicate complex planning with a specialization in high net-worth strategies. There are typically two triggers that cause someone to look for help to manage growing complexity -- a desire to organize business and life transitions, and/or a growing tax bill. No matter where we start, during this relationship, our job is to help our clients define who and what you are becoming.  We are not here to tell you “what” to do, but help you establish your own guideposts and present opportunities in legal, tax, and financial matters that promote you and your family’s values.


Soon-to-be Retirees & RetireesSoon-to-Be Retirees & Retirees

We specialize in helping people who are retired or very close to it. This allows us to tailor our service and expertise to the unique needs of retirees. Let us show you how to reduce the IRS lien on your 401k, IRA or 403b retirement accounts, so you can have more income to enjoy retirement. We’ll also work with you to create a customized legacy plan to avoid probate and pass wealth to the next generation.  Click here to learn more >>


Small Business OwnersBusiness Owners

As a business owner, we understand that your operations and business models are the engine that drives your success, perhaps even more so than your current cash flow and liquidity. It's akin to the age-old fable of the goose and the golden eggs – the value of your business isn't merely in the wealth it generates, but the potential it holds.

The realm of business ownership planning is all about providing a comprehensive view of how your business and personal lives intersect. It's like looking out from a panoramic viewpoint, connecting your business activities and personal finances in a way that's not just meaningful, but also efficient.

We believe that understanding should come before offering solutions, and curiosity is our precursor to prescribing strategies. Our integrated planning services are tailor-made for thriving businesses with annual earnings over $400,000, or those paying more than $30,000 in taxes. If you're plotting your exit strategy, we're here to help you do so in the most tax-savvy manner.

Yet, even if you're at the dawn of your entrepreneurial journey, we're ready to guide you. From choosing the right legal entity to establishing a tax structure that provides a strong and flexible foundation, we're with you every step of the way. Your growth is our ultimate aim, and we're here to help pave the path for your business's future success.

  Click here to learn more >>

generational familyAffluent Families

We help families overcome fragmentation through collaboration. In our view, high net-worth families often have a collection of siloed advisors working independently on a portion of the family wealth. When was the last time your advisors collaborated? How does your financial team work together? Have they ever met each other? Do you think you are getting the best advice?  Have you incorporated Purposeful Legacy planning for future generations?  Click here to learn more >>


High Net Worth IndividualsHigh Income Earners

Many people come to us as high-income earners who need to catch-up on retirement in order to close the gap in their remaining high-accumulation years. Others are running out of tax-efficient savings options or ways to employ their resources through traditional methods.

​In both scenarios, high-income earners need focused strategies to enhance and preserve wealth without a dramatic loss through taxation. Click here to learn more >>


medical Practices & ProfessionalsMedical Practices & Professionals

We offer doctors, dentists, and accomplished medical professionals a comprehensive financial, legal & tax strategy designed to build wealth and minimize your effective tax rate.  Click here to learn more >>


Farmers & RanchersFarmers & Ranchers

We know the risks our clients in agriculture assume — weather, commodity pricing, the impact of government policies, as well as the impact of income and capital gains taxes — have a huge impact on their livelihood. We also know that farming and ranching is much more than a livelihood — it is a way of life. For many of our clients, land represents a legacy that has been carefully assembled and nurtured over several generations. We know that preserving agriculture as a viable lifestyle option for younger generations is critical.  Click here to learn more >>

Other Important Factors:

smiley face

Nice People

This might sound kind of cliché, but we will only work with genuinely
nice people with whom we share a mutual respect.


piggy bank

Diligent Saver

While a lot of our clients would hardly consider themselves to be "rich", thanks to a lifetime of saving,
they have accumulated a retirement nest egg on average of $500,000 - $1 million+, or have the ability to invest $20,000 or more per year.


hand with heart

Trusted Advisor

Our clients understand that the success of their retirement and legacy is too important to be doing it themselves.
They understand the value of having trusted, experienced guidance.


Now that you've read about who's a good fit for our firm, click here to read about who's not a good fit for us.