Small Business OwnersSmall Business Owners

Our integrated planning services are highly effective for successful businesses making more than $250,000 each year and/or paying more than $20,000 in taxes.  Even if you're just starting out, we can help you choose the right legal entity and tax structure.  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.

 

High Net Worth IndividualsHigh-Net-Worth Individuals

Our creative financial, legal & tax solutions preserve assets for high net worth families, entrepreneurs, and business owners. We’ll work with you to define a personalized plan to minimize your overall tax burden while protecting your loved ones and assets.

 

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.

 

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 something that is important to our clients.  Click here to learn more >>

Other Important Factors:

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Nice People

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

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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.

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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 of at least $250,000, or the ability to contribute $20,000 per year towards savings/investments.
(For Wealth Management Services Only)