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Objective 1:
Understand the needs of wealthy familiesObjective 2:
Help wealthy families preserve wealthObjective 3:
Empower a planning team with resources to go beyond the traditionalObjective 4:
Provide impeccable quality cost-effectivelyObjective 5:
Integrate any of more than 200 planning instruments into your planObjective 6:
Overcome frustrations expressed by wealthy familiesObjective 7:
Achieve benefits not available elsewhere
 








Our mission is to help you develop and implement vision focused plans for minimizing taxes and maximizing benefits – for you, your family, your business, and your favorite charities.

We work with with you to reflect your purpose through a carefully-crafted summary of spiritual, emotional, relational and financial goals. We then develop a plan that integrates the proper planning instruments to realize your vision and achieve the purpose for which you were put on this earth.



“As you move through the days and years of your life, you do not go unnoticed. You leave a trail, an impression, footprints... unquestionable proof that you existed... in the lives of those around you.”

Lee Ann Womack:
Something Worth Leaving Behind
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.