Our Firm has recruited the very best talent in the Industry for High Level Business and Estate Planning. This includes a holistic approach whereby we ensure that all we recommend is designed to complement any and all desires our clients have, as well as any current planning that has been completed.
We are a Specialist Firm that only works in the high net worth markets where our clients have accumulated assets typically in the millions. The vast majority of our clients are Business owners, or were at one time in their life. Our clients typically range from 40 – 85 years old, as do most Business Owners and we have clients all over the United States.
We specialize in strategies that are designed to minimize income, gift and estate taxes, which allow our client's to leverage their life's work. While some of the techniques may seem complicated, our unique ability is to take complex problems and boil them down into simple strategies that are understandable to our clients and helps provide the financial confidence and financial balance that is sought when exploring financial areas that are usually outside the realm of their own business or specialty.
Newsletters
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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
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Return of Premium Life Insurance: Protection and Cash Back
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
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Stay-at-Home Spouse? Consider a Spousal IRA
Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
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Three Life Insurance Strategies for Small Businesses
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.