Your Trusted, Experienced Advisor

Wealth Management is so much more than stocks and bonds. When have you analyzed your taxes, investments, insurances, business strategy and had all your advisors working together for your benefit?

Tax compliance is not tax planning.  Your accountant does a good job at preparing your taxes but often is not proactive in tax strategy.  We can go into past tax years and recover tax dollars you overpaid. We can analyze and often increase your current refunds. And most significantly, we design strategies to reduce your future tax liabilities. 

Business owners understand their industry and how to generate dollars in their company.  But rarely, are they trained to maximize the value of the company similar to the CEO of a publicly traded company. Have you engaged in a Value Acceleration Process?  Do you know what your company is worth today and how to maximize this amount? 

 The Value Builder System is a scientific methodology proven to increase the value of your business. After analyzing over 40,000 businesses, the average Value Builder Score is 59 out of a possible 100. If we look at the acquisition off ers these businesses have received, the average offer is 3.5 times pre-tax profit. The Value Builder users who have improved their score to 90 or greater – by following the system – are receiving offers of 7.1 times pretax profit on average. 

Premium Service for business owners to gain understanding on all the decisions necessary to sell their business.

Business Clarity Score

Three Surveys are required to assess the owner, the company the the market for your business.

PREScore:  IS the Owner Ready? 

Value Builder Score: Is the Business Ready and what is it Worth?

Freedom Score: Can the Owners Afford to sell?

PREScore

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Since 1989, we have helped clients answer their most demanding financial challenges.  We have helped create programs and portfolios to meet long-term financial goals. These programs must be both economically effective and emotionally compatible. If a proposed strategy is financially effective - but so aggressive or confusing, it will never be implemented. IF a proposal is easy to understand but has little financial impact, the client's problem will never be solved. The solution must be BOTH effective and understandable.  

If you have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help. 

We start by sharing our process and getting to know what is important to you.  It is important for you to understand the different ways we can help. Then we analyze your goals and compare them to your current / future position. Then we recommend an series of strategies that, when properly implemented and combined, will deliver the very best results.  This custom strategy is designed to meet your risk tolerance and to be financially successful.

Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.