Legacy Coaching

Puzzle PiecesSet the vision.
Define your goals.
Take action.
Be accountable.
Strategize annually.

Wealth Management

Look forward.
Budget your risk.
Reduce taxes*.
Feed your flowers.
Cut your weeds.

Retirement Planning

TravelSet a date.
Define income plan.
Organize assets.
Consider trade-offs.
Pressure test plan.

Qualified Plan Services

Financial AnalysisSEP vs Simple.
401k solutions.
Profit sharing.
Cash Balance.
Plan benchmarking.

Estate Planning+

Protected moneyTrust coordination.
Wealth protection.
Charitable giving.
Wealth transfer.
Tax sheltering.

Exit Planning

HandshakeExit strategy.
Business valuation.
Tax minimization.
Succession plan.
Buyout funding.

Let’s start a conversation…