It’s not just business with us, it’s a relationship. It’s a partnership. We’re not selling you anything. We are helping you and your family attain and maintain your lifestyle and retirement objectives. You are important and our partnership with you is in depth and multigenerational. We are in it for the long-term.

Our portfolio management services are designed to help achieve your objectives while protecting your assets from market downturns. We look at your accounts on a regular basis and monitor them in light of constantly-changing economic conditions. We also offer brokerage services for equities trading depending on your preference or what’s best for your situation.

When you retire, you may no longer be working to bring in earned income, you’ll be spending down accumulated assets. Portfolio decumulation and income tax mitigation due to RMDs (required minimum distributions) from tax-deferred qualified accounts are critical pieces to understand in order to retire successfully and maintain your lifestyle. If you continue to work or have a side hustle while retired, you’ll want to factor in tax efficiencies for that income, too. We will help develop strategies to generate reliable retirement income that will last for 20-30 years or longer, optimize Social Security and Medicare, accommodate health care expenses and potential long-term care needs, work with your tax professional to mitigate income taxes, plan for inflation, and much more.

When you are a high-earner, protecting your assets and mitigating taxation is paramount. That is why we partner with your CPA, and with their guidance, we can work to implement efficient tax strategies. We have a lot of experience helping physicians and other healthcare professionals both personally and with their practices if they have their own organizations.

We work with many farmers, ranchers, and people involved in agricultural enterprises. With our strategic partnerships, we can help with succession planning and business plans for those looking to step away from full-time agriculture. There are specialized tax strategies and subsidies available that can help you improve your operations and structure with the guidance of your CPA.

We often work with estate attorneys and CPAs to plan for the complexities of blended families and multiple generations. Divorces, remarriages, and disparities in age can make estate planning even more complex—and more important. Our goal for your estate is wealth preservation and smooth, tax-advantaged, fair, and equitable wealth transfer to your desired beneficiaries and charities.

We understand the complexities and various entities involved in working with people with high net worth, and we offer many strategies not available through other advisors.