Our Services

We focus on high income/assets clients, looking to leverage their assets in such a way as to make bullet proof. Our plans grow their estate and assets while protecting them from taxes, market fluctuation and losses. No two plans are the same, however, the results always minimize the impact of the changing environment  on our clients retirement and estate plan.  

As a business owner, you wear many hats. You obviously started the business to provide a product or service with the intent to make money. How is that money best utilized? Should you provide benefit plans, and if so which ones would offer the most value, while being cost effective? 

Then the day comes where you may want to exit the company either through transfers or sale. What strategies can you use to maximize  income during that process, while minimizing tax consequences? 

You may have key individuals to tie to the company for the long haul. What key executive strategies can be used? 

And lastly, the whole reason you started your company, was to create a legacy for individual and family provision. How can you protect your investment from IRS invasion? Business is complex and finding the right firm could make a huge financial difference. 

Church today is a very complex place, it has many layers. Many times the pastor is so busy serving and ministering to their flock that they don't take the time to address their own personal financial needs. We work with ministers and their staff, providing them with planning for Life, Retirement, and Wealth transfer. We assist them with developing Key Man plans for critical staff members.  We also develop Church Succession plans to protect the flock in the event of the Pastors death or retirement. We enjoy providing planning in the financial arena for the church. We consider it an honor to serve people of faith.