“If you do not change direction, you might end up where you are heading”

-Lao Tzu

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"Things turn out best for the people who make the best of the way things turn out"

-John Wooden

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“Expect the best. Prepare for the worst. Capitalize on what comes”

-Zig Ziglar

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"At the moment of truth, there are either reasons or results"

-Chuck Yeager

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“A life is not important except in the impact it has on other lives”

-Jackie Robinson

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"The best way to predict your future is to create it”

-Abraham Lincoln

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Why Do Clients Hire Us?

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 objectives.

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"

-John Wooden

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.”

-Walt Disney

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”

-Albert Einstein

WealthQ² = Question Everything... Quantify Success!

"Tell me and I forget. Teach me and I remember. Involve me and I learn"

-Benjamin Franklin

Estate Planning

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.”

-Alex Lakein

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.”

-Gandhi

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”

-Thomas Jefferson

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.