Small 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. 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.
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 & 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 & 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 >>