One of the biggest risks to your plan can be taxes. Our CPAs can provide tax advice and strategies to reduce tax exposure and help reduce the taxes you pay over the course of your plan.
This dimension is traditionally one of the least addressed but can make the largest potential improvement in your plan.
Our knowledge allows us to coordinate closely with your CPA during the implementation and execution of your plan to help ensure that all opportunities are realized and seized.
There are many techniques available to reduce and defer taxes. We will provide a feasibility study at no cost to you to identify the technique(s) right for you.
You’ve worked hard to build your success. However, certain unforeseeable events can harm or even destroy the value of your assets quickly.
Do you know how much risk you have in your portfolio? Do you know how much you are paying to mitigate that risk? We have a proven process and the tools to answer these questions effectively and potentially lower risk and fees.
Many parties will try and take what you have earned and what is left for your heirs. We have proven strategies to protect your assets from creditors.
Our experience in this area is rivaled by only a few firms. Our partnership with Dimensional Fund Advisors assures that the assets entrusted to us are focused on delivering on your expectations and plan.
We integrate our investment advisory services with a science-proven philosophy to provide you and your family with the best possible investment experience.
Our approach is geared toward your objectives and keeping things as simple and stress-free as possible.
Our investment philosophy is designed to be easy to understand and follow. We focus on what we can control: the amount of risk you desire, the expenses you incur to manage that risk, and the amount of taxes you pay.
Many advisors only focus on one dimension and do a fantastic job. We can work closely with those advisors to integrate other dimensions with theirs to maximize the benefit to you.
We take winning strategies used daily by successful owners and families and customize them with your existing plan to help you.
We will coach you and your advisors on the Life Wealth Portfolio philosophy. Then we will implement that philosophy to help make sure you maximize the benefits for years to come.