We empower families with strategies for their unique situations that are aligned with their values and can help them accomplish their articulated goals. Our experience in advanced planning includes knowledge of multiple strategies that can be implemented independently or through a comprehensive master game plan.
We are flat-fee fiduciary consultants who work with other advisors to present the best options available. We do not sell products or write documents. Charitable solutions align with our core values, but we make suggestions in the client’s best interest that may or may not include a charitable component.
Tax Efficient business Sales
We work with business owners to help them articulate their master game plan for life, strategize for the future, understand the structure and taxation of the sale, and use planning tools to help them keep more of their wealth.
Value Based Estate Planning
We guide families to look beyond their financial assets and inquire about what is important to them, what they are passionate about, who they want to benefit from their hard work, and what they want their legacy to be. We help them to start living their created legacy today, rather than at their demise.
Tax Advantaged Planning
There are many opportunities for individuals to do good planning and reduce their tax burden. There are strategies that help with Income Tax, or reduce Capital Gains Tax, or mitigate Estate Tax and some strategies can help on multiple tax fronts. Advisors rarely understand the all the possible strategies.
Fee Structure
We do not offer tax or legal advice and people should consult with their own qualified financial, tax and legal advisors when and as appropriate, and prior to undertaking any of the tax planning or legal strategies discussed.
