Services

Next Steps

Doing the same thing and getting the same results is the easiest path that most people take. Making a decision and doing something takes effort. Make a decision to have a thoughtful conversation.

Tax Planning

Tax preparation happens on April 15th of every year. It involves submitting the right forms, with the right amounts on the right lines.

Tax Planning

Tax planning occurs over the course of the year and involves using IRS compliant strategies that help lower your taxes filed on April 15.
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Income Planning

We provide you with the best course of action to help make the most of your income, assets and the benefits you are entitled to in a tax advantaged way.

Income Planning

We build flexibility into every plan so we can make appropriate changes when needed going forward.
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Asset Strategies

Following strict asset management procedures provides a balance of enough active management without excessive or ill-timed transactions.

Asset Strategies

Smart formulas to help automate good decisions, while simultaneously avoiding bad decisions.
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A Thoughtful Process Allows Better Decision Making to Happen

We agree with Ray Dalio about predicting the future. We can’t. We do know that it will present opportunities to make thoughtful decisions that allow you to better manage your current and future outcomes.

Our collaborative choices and decision making is based on a foundation of relevant facts, information and details because we know that matters.

Understand Your Options

Steve Jobs made the following thoughtful observations:

“People don’t know what they want until they know what they can have.”
“Deciding what not to do is as important as deciding what to do.”
“Ideas are worth nothing unless executed. They are just a multiplier.” “Execution is worth millions.”

We help you understand what you could potentially have, what you might consider doing,
and YOU decide how you want to execute those strategies.

Managing changes and looking ahead provides added peace of mind

Henry Kissinger made a great point. We provide support and guidance along the way that allows you to focus on accomplishing what is most important to you.

Creating Value Through Thoughtful Collaboration

After 25+ years in investments and tax related financial services, we realized most business owners and successful employees weren’t getting specific actionable advice that was improving the bottom line results for themselves, their business or profession and their family. We think differently because we know that’s where value is created that benefits our clients.

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