Where do you start? Our clients are looking for holistic and comprehensive Financial Planning that encompasses both Tax and Estate Planning. Our clients have an expectation that all of this works together in harmony. Our clients are Highly Compensated Employees (HCEs) who make more than $150,000 per year and can save money but are subject to different 401(k) rules. Retirement plans, HSAs, stock options, IRAs, eliminating debt, and reducing taxes all require planning. We normally see high net worth individuals come to us who have gathered assets along the way due to diligent savings, but ask themselves, “have we done the best we could?”. Every decision we make is framed in how we can deepen value for you. You own the relationship and that is why this website was created for you, the clients, not us!