We help successful individuals and their families create, and live, a life that is of significance to them. We each define success and what is important to us differently, and that is why we work with a network of professional advisors to help our clients maximize the probability of achieving everything that is most important to them.

Business owners, including Farmers and Ranchers, have additional complexities revolving around the issues of developing an Exit Strategy or a Succession Plan.

We use a comprehensive process to help our clients address each of their five key concerns, by helping them:

• Make even smarter decisions about their money,
• Mitigate / minimize the negative impact from all of the tax collectors,
• Provide even more to their heirs  (now and in the future),
• Protect their assets from being unjustly taken, and
  
• Magnify their charitable gifts.

We begin our relationship with clients by conducting an in-depth Discovery Meeting   At the Discovery meeting we will look at where you are now, where you’d like to be and help identify any gaps. We’ll evaluate whether your current providers are doing a good job and, if so, we will let you know.

We only take on a limited number of clients for whom we can have a significant
impact.  If we’re the right team for you, we will let you know. If we’re not, we’ll
refer you to someone else who can take great care of you.

If you are interested in having a Discovery Meeting with us to see if we might be a good fit as your new advisor, we’d be happy to meet with you either in person or virtually.  The Discovery meeting takes about 90 minutes.