The Work We Do

We are specialists in two ways: what we do, and who we serve.

We’ve been providing absolutely independent financial planning, wealth management and advanced tax and estate planning since the 90’s. We’re independent, well-regarded in our industry, and more importantly, very well-regarded by our clients.

But our other specialty is in whom we serve. We’ve built an in-house expertise in specifically addressing the wealth management and financial planning needs of wealth builders, those who are preparing for business transition and want to maximize their personal and financial benefits upon the sale of the business, and retired business owners who are enjoying and protecting their retirement and their wealth.

In addition to this, we provide special planning services and resources for spouses and family members so that everyone has the confidence and clarity in the future.

Our work comes in four core services:

1. Advanced financial and estate planning
   • tax reduction strategies
   • family income and asset protection solutions
   • estate protection and enhancement
2. Comfortable and secure retirement income planning
   • financial and retirement freedom planning
   • business and life transition planning
3. Institutional/endowment-style wealth management
   • Pension plans
   • Retirement income portfolios
   • Personal/family investments
   • Unique asset class opportunities reviewed and suitability determined by a stable of registered portfolio managers
4. Ongoing services, relationship, education, opportunities and advice
   • Education and coaching on the various conflicts of interest in the investment industry and how to avoid them
   • Education and fun special events
   • Consolidated investment performance reports (internal and external accounts)
   • Net worth and cash flow statements
   • Periodic updates, progress reviews and, if appropriate, course adjustments