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 & 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 >>
We see your business activities and business structures as just as important, or more important, than your net revenue and liquidity—like the goose and the eggs. Your cumulative passive balance is just part of the picture.
Business owner planning is meant to give context to how business and personal worlds overlap, to be panoramic and connect business and personal in a more meaningful and efficient way. Solutions come after context, and curiosity before prescriptions. Our integrated planning services are highly effective for successful businesses making more than $400,000 each year and/or paying more than $30,000 in taxes, or for those looking to exit their business in the most tax-efficient way. Even if you're just starting out, we can help you choose the right legal entity and tax structure for a solid foundation with room to grow. Click here to learn more >>
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 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 & 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 & 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:
This might sound kind of cliché, but we will only work with genuinely
While a lot of our clients would hardly consider themselves to be "rich", thanks to a lifetime of saving,
Our clients understand that the success of their retirement and legacy is too important to be doing it themselves.