How We Work - Overview

Our Clients are exceptional Entrepreneurs, Business Owners and Professionals.

We help clients find money they are currently losing unknowingly and unnecessarily in their personal and business lives so they can accomplish their goals and pay for their dreams.

Our duty to our clients is to educate and advise them so they will ultimately feel comfortable analyzing and making wise financial choices.

As Consultants, we seek and find savings in operational expenses, specialized tax incentives and cost remediation.  We believe in using money efficiently and wisely.  We believe we can best serve our clients by avoiding losses rather than chasing the latest or sexiest high return.  We are risk-averse.  Our compensation is performance-based, paid from monies saved or recovered for our clients.

As Financial Planners, we evaluate, help shape and quantify short, intermediate and long-term goals, ever mindful of the perils that can prevent or retard their success.  Areas at risk of greatest loss include college funding, home financing, qualified plans, major purchases, medical expenses, and retirement along with the disposal of or exit from a client’s business.   

As fiduciaries, the needs and interests of our clients are our principal objective.  We sit on the same side of the table as our clients in weighing and adopting strategies to achieve client objectives.   

The modern business world is built on relationships.  As a result of the services we offer, the partnerships we maintain, the clients we serve, we continue to expand and refine our programs to include M&A, strategic alliances, business loans, franchising advice and supplemental tax-advantaged retirement plans along with other strategies designed to further the financial well-being of our clients and their interests.

We are pragmatists who know what it takes to get things done.  We do not work alone.  We are real-world professionals delivering real-world results.