Legacy Coaching
Set the vision.
Define your goals.
Take action.
Be accountable.
Plan annually.
Wealth Management
Look forward.
Budget your risk.
Reduce taxes.
Feed your flowers.
Cut your weeds.
Retirement Planning
Set a date.
Income planning.
Organize assets.
Weigh trade-offs.
Pressure test plan.
Qualified Plan Services
SEP vs Simple.
401k solutions.
Profit sharing.
Cash Balance.
Plan benchmark.
Estate Planning
Coordinate trusts.
Wealth protection.
Charitable giving.
Wealth transfer.
Tax sheltering.
Exit Planning
Exit strategy.
Valuation.
Tax minimization.
Succession plan.
Buyout funding.