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8 STARTING POINTS

WEALTH
COUNSELING
AND BLUEPRINTING
Sound guidance is critical to the success of any project. Our Blueprint gives you the foundation upon which to build.
 
ESTATE
PLANNING AND
ADMINISTRATION
We can help you create a tax-wise estate plan that will benefit you today and protect your heirs in the future.
 
TAX AND BUSINESS
PLANNING
For counsel regarding day-to-day operations, tax-advantaged business strategies, business succession planning, and mergers and acquisitions, we can help you take your business to the next level.
 
PHILANTHROPIC
SERVICES
We can help you integrate your spirtual, civic, and legacy goals through planned giving and exempt organization representation.
 
RISK
MANAGEMENT
Our team can support your risk management professionals to analyze, design, and illustrate solutions to protect your hard-earned wealth.
 
INVESTMENTS
Your investment goals are unique. We coordinate with your investment advisers to fund your trusts with appropriate assets for achieving your lifetime income and wealth transfer objectives.
 
ACCOUNTING
SERVICES
Our team can collect and illustrate your accounting data while helping you produce accurate transaction blotters, financial statements, and tax returns.
 
CONCIERGE
SERVICES
After defining your financial or estate strategies, we can help implement your plan.
 
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.