Self-employed individuals overpay taxes and under-save for retirement. We fix both.
We coordinate your taxes, investments, and business finances together so nothing falls through the gaps.
Your Wealth. Your Business. One Integrated Plan.
Our Solution
Most families reach a point where their financial life has outgrown their financial plan. The CPA handles taxes. The broker handles the portfolio. Nobody connects the dots. We do — integrating your tax strategy, investments, and financial plan into a single, coordinated picture.
The Reality
No exit, no retirement. You haven't built wealth outside the business yet, and the clock is running.
Taxes get handled after the fact. By the time your CPA files, the planning window is closed.
Concentration risk isn't a theory when everything is tied to a single asset you can't easily sell.
You plan to leave someday. Nothing is documented, priced, or coordinated to make that happen.
Saving, investing, and planning consistently is hard when income isn't.
Owner compensation shouldn't be an afterthought. How you pay yourself affects your taxes, your retirement, and your risk.
Most advisors won’t tell you these distinctions exist. Here’s why they should.
A CFP® professional works for you, not a brokerage firm. Most “financial advisors” can legally sell you high-fee products. We’re held to a higher standard.
An Enrolled Agent holds the highest IRS-awarded credential, with expertise and the same representation authority as CPAs and attorneys.
Most advisors say they put you first. We’re bound by a fiduciary standard that requires it and held accountable when we don’t. Your interests are more than a priority… They’re an obligation!
Any financial interest we have in a product we recommend — a commission, a referral fee, a firm arrangement — gets disclosed upfront, in plain language. You'll know exactly why we're suggesting what we're suggesting, every time.
We ask about your income, your obligations, what keeps you up at night, and what you're building toward before anything gets recommended. Skipping that step isn't a shortcut; it's negligence, and it's not how we work.
When you tell us to avoid a certain type of investment, hold a specific cash reserve, or stay within a withdrawal limit, that becomes the operating rule — not a preference we revisit when markets shift. The plan runs the way you built it.
Yes — our practice is built exclusively around the financial challenges and opportunities that come with owning a business.
We combine deep business owner expertise with integrated tax, retirement, and investment planning under one roof.
In about 60 seconds: we serve business owners within a decade of exit who want proactive, tax-focused planning.
Yes — we hold the CFP® designation, operate as a fiduciary, and are fee-only, meaning we’re paid by you, not by commissions.
We help you reduce taxes, build wealth outside your business, and plan a retirement that doesn’t depend on a perfect sale.
A structured onboarding, a written financial plan, and proactive ongoing meetings — not reactive calls when markets move.
We charge a transparent flat fee or AUM-based fee with no commissions — exact pricing is discussed in your first meeting.
Planning for retirement. Creating a legacy plan. Working to help reduce your tax obligations. Tailoring an investment strategy. With all this and more, we can help you build a consolidated plan to help your wealth reach its full potential. It begins with a conversation.