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Our Services

Estate Planning & Wealth Transfer

Define your legacy and its successful transfer to your heirs, charity, or other legacy goals.


Retirement Plan Services

Business owners and entrepreneurs face many challenges. One being choosing the right retirement plan for them and their employees that makes sense for their taxes and long-term needs.

Risk Management & Asset Management

There is no long-term, without covering the short-term. Independent review of key insurance policies to integrate your long-term financial plan  for the unexpected.

Evidence Based

Evidence-Based Investing

Individualized portfolio allocation based on peer-reviewed, Nobel Prize-winning research from Nobel Laureates such as Harry Markowitz and Eugene Fama.


Tax Planning & Integration

Asset location, required minimum distribution (RMD) considerations, tax-loss harvesting, and cash flow planning all designed to help minimize taxes over the long-term.

Financial Plan

Personalized Financial Roadmap

Comprehensive, individualized long-term, holistic wealth plans to bring everything together, working in concert.

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