About Us

We are a team of Professionals including an Attorney, CPA, and Financial Professional with more than 30 years of experience – each with significant expertise in a specific planning discipline.

Our focus is helping clients Capture Opportunities and Reduce Risk.

We do not replace your attorney or CPA, but rather work with team to determine your goals and objectives using our 4 step process:


Phase 1 – Discovery

  • Determine and clarify of your goals, objective and priorities (Create timeframe to completion)

Phase 2 – Develop Cohesive Strategies and Analyze Alternative Tools to Accomplish Your Goals and Objectives

  • Analyze which financial tools/instruments “Optimize the probability of success with the least amount of risk”TM and work to accomplish your goals and objectives

Phase 3 – Implement Strategies and Tools

Phase 4 – Review Plan on Annual Basis