“If you do not change direction, you might end up where you are heading”
"Things turn out best for the people who make the best of the way things turn out"
“Expect the best. Prepare for the worst. Capitalize on what comes”
"At the moment of truth, there are either reasons or results"
“A life is not important except in the impact it has on other lives”
"The best way to predict your future is to create it”
The answer is, simply, coordination, or more specifically, the lack of coordination in their existing financial planning and the desire to take that planning to another level. What we do is take a global view of your financial situation. We work on a cross-disciplinary basis, not just in a legal, accounting, insurance, real estate, or investment perspective, but across the board. This process allows us to identify coordination gaps as well as missed financial planning opportunities. Our clients have told us that the difference between having their work done, and having it done as well as possible, has meant greater confidence and clarity in their financial plan, and the priceless sense of security that comes from achieving their financial objective.
Focused on You
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from financial planning to investment management, but one thing stays the same: we are focused on you.
"Do not let what you cannot do interfere with what you can do"
Financial Planning with a Purpose!
We take a 360° view of your financial picture, evaluate your personal situation and outlook, and work with you to develop a sound, actionable plan that helps put you on the path toward achieving your dreams.
“All our dreams can come true if we have the courage to pursue them.”
Reimagine what's possible with a new effective and efficient approach to planning Called... "Dynamic Financial Planning"
"Pure mathematics is, in its way, the poetry of logical ideas”
WealthQ² = Question Everything... Quantify Success!
"Tell me and I forget. Teach me and I remember. Involve me and I learn"
Estate taxes can significantly shrink the size of your estate. Together, we’ll focus on shielding your assets through estate tax reduction, tax payment techniques, transfer of property, and custom-designed wills and trusts that will leave an enduring legacy for your loved ones.
"Planning is bringing the future into the present so that you can do something about it now.”
Stewardship of your Vision & Legacy
Our foremost priority is to get to know you, listen intently, understand your personal mission and vision, and earn your friendship and trust. Then together we’ll chart your course and take carefully designed steps to get there, walking beside you. Furthermore, we’ll guide your loved ones on practicing meticulous, attentive stewardship of your legacy for years to come.
"Happiness is when what you think, what you say, and what you do are in harmony.”
Business Owner Planning
We’ll work with you to develop a premium executive compensation and benefits plan that empowers you to reward and retain your most valued employees. We’ll also help you preserve wealth, protect your assets, determine business valuation, and exit the business successfully, when the time is right.
“I find that the harder I work, the more luck I seem to have”
Business Owner Sounding Board Session
Schedule a 90-minute complimentary Sounding Board Session at our offices with our Business Owner Planning Group. We will hear your thoughts, answer your questions and possibly provide you some salient points to think about and consider as it relates to your business and your family’s financial plan.
“if you really look closely, most overnight successes took a long time”
Retiree Health Care Coverage Overseas
Tax Deductions You Won't Believe
Retirement Seen Through Your Eyes
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.
Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.