I am a flat Fee financial advisor for successful owners like you, your business, and the the people you love. We help you pass on your wealth, traditions, values, and wisdom to (and through) the next generation.
We will be accepting up to 0 more new clients for 2022
We only keep 50 ideal clients in total, so that, we can give the deep value service that our clients deserve.
⬣ Organize And Coordinate Everything
⬣ Save ON The Cost Of College
⬣ Grow Your Business Value
⬣ Retire Or Exit Confidently, On Your Terms
⬣ Protect Wealth For Your Family
⬣ Prepare Your Family For Wealth
Our ideal client service is simple: planning, coordination, oversight, and protection of your entire financial life.
We specialize in providing extreme value for families going through the "sandwich" years. This starts with one of the biggest financial decisions you will ever face, sending your kids to college without ruining your retirement, or theirs. Most parents overpay for college, even very smart ones, even those who get academic scholarships from private schools.
This is an even more complicated situation for business owners, where the government thinks you can pay a lot more than you can really afford.
The next biggest challenge you will face is figuring out the right path to exit your business/ retiring phase of life. Retiring is far more complicated for business owners, especially owner operators. Over 80% of business owners never sell their business.
The sandwich generation, or the big squeeze: When you are starting to take care of your parents, getting ready to send your kids off to college (or dealing with the half empty nest). Everyone is depending on you, and you still need to figure out retirement, your legacy, and how to get the most out of your business.
This is the time in your life when you need an ally and thinking partner the most. We help you protect and plan for all the people, and things, you love.