Business Owners

Value
Acceleration Drivers

Optimize the opportunities in your business to accelerate its value.

Business
Succession Planning

Protect your family and your employees by creating a leadership transition plan.

Incentive Plans For Highly Compensated Employees

Motivate and retain your top talent with incentive plans that go beyond the standard paycheck and benefits.

Company Retirement Planning

Select the best plan for your employees so they can have confidence in their financial future.

Coordinated Team Of Elite Professionals

Since 2003, we’ve served driven entrepreneurs and thrifty millionaires by preserving and growing their wealth.

Thrifty Millionaires

Smart Money Decisions

We help you make intelligent decisions about investing your money to achieve the performance you need that fits your long-term plan.

Mitigate Taxes

Grow your wealth by minimizing the tax impact on your overall financial picture.

Wealth Transfer

Take care of your heirs and loved ones in the most tax-efficient way. We encourage our clients to pass along more than just their money.

Wealth Protection

Safeguard your assets from being unjustly taken by a catastrophic loss, potential creditors, litigants, ex-spouses, children’s spouses, and even identity thieves.

Wealth Mindset

During the peaks and valleys of life, emotions can dominate your decision-making. We can help you manage your wealth mindset by making smart decisions about your money, especially when your emotions are running high.

Magnify Charitable Gifts

Make meaningful gifts to nonprofit organizations in the most impactful way possible.

Retirement
Income Planning

Smart Money Decisions

We help you make intelligent decisions about investing your money to achieve the performance you need that fits your long-term plan.

Mitigate Taxes

Grow your wealth by minimizing the tax impact on your overall financial picture.

Pension Maximization

You typically get one chance to maximize your pension. We help you get it right.

Social Security Optimization

We help you decide on the optimal time to begin taking social security that fits your plan.

Estate Planning

Take care of your heirs and loved ones in the most tax-efficient way. We encourage our clients to pass along more than just their money.

We believe you deserve the Economic Freedom that
Making Work Optional
creates for you.

Let’s chat about it together.

Let’s Chat Together