Helping business owners, entrepreneurs and successful individuals build and implement their unique financial path.
You’ve worked hard and achieved success, but lack a clear picture of the personal financial road that lays ahead of you. The planning you have done feels a bit scattershot and disconnected from your vision and purpose. You worry that your hard work is not being honored due to less than optimal tax planning.
Our team of experienced tax and insurance professionals and CERTIFIED FINANCIAL PLANNERS™ will help you and your family gain clarity around your financial direction and impact. We do so while making the following promises about our process:
Rather than focus solely on math, we will take the time to get to know you and your vision for your family’s future. Your plan will support your purpose and your goals.
We will identify and eliminate any “lifetime tax” that can erode your success over time. Your plan will help mitigate unnecessary tax exposure and ensure you have the resources you need to support your vision and magnify the impact on your family and community.
Industry-speak and jargon has no place in a planning process. Your plan will be comprehensive, but straight-forward enough to fit on one page.
A roadmap without action is worth less than the paper it is written on. Once we have created your plan, we will work with you to ensure it is successfully implemented so you can start your journey.
We work with successful individuals, families, and business owners looking for a partner who can coordinate their entire financial picture and magnify their impact, all while making the process enjoyable
That’s right, we said enjoyable. Planning your future, and creating the financial roadmap to secure it, should be enjoyable.
Blair blends the talents of the team through a disciplined and sophisticated individualized planning framework. He is a CFP® (CERTIFIED FINANCIAL PLANNER™) professional and specializes in asset allocation, estate distribution, insurance, and income modeling and solutions.
Phil has spent a career focusing on wealth transfer, charitable desires, and estate planning needs of numerous families throughout the Midwest. As a former pastor, Phil is uniquely experienced in walking alongside people through he peaks and valleys of life. Phil assist clients in getting connected to the people and resources that enrich their lives.
Russ layers over 24 years of tax expertise on top of a financial advisory career that began in 2005. Russ’s deep practical application of the tax code applies a wide lens across a lifetime of taxation to help clients drive the short term decisions that result in long term impacts. Russ also charts the course of our investment portfolios leveraging internal and external teams of CFPs®, CFAs, traders, and Portfolio Managers.