We work with families, business owners, and professionals who want clarity, confidence, and structure in their financial lives. Our role is to simplify complexity and ensure every part of your plan is coordinated, from tax strategies to retirement planning. Clients trust us because we understand the unique challenges of building wealth, protecting it, and preparing the next generation for success.
Incorporated Professionals
For incorporated professionals such as lawyers, doctors, and dentists, the overlap between corporate and personal wealth can be complex.
- Financial planning for dentists: Structure the practice for efficiency, optimize owner pay, plan equipment and facility decisions, and prepare early for valuation, sale, or associateship transitions.
- Financial planning for physicians: Align your corporation and family plan, set a sustainable pay strategy, protect income, and map a clear path from clinic growth to retirement and legacy.
- Financial planning for lawyers: Coordinate partnership economics with personal goals, manage retained earnings and risk, and build a long-term wealth plan that supports career moves and succession.
Our team delivers advice that connects tax strategies, retirement planning, and estate considerations—giving you the time to focus on clients and patients while knowing your wealth is being managed effectively.
Business Owners
As business owners ourselves, we understand that your wealth is tied to every decision you make. Our role as a financial advisor for entrepreneurs and business owners is to provide clarity on both personal and corporate planning so nothing gets left behind. We help design retirement plans for business owners that support your lifestyle today and your vision for the future. This integration of personal and corporate wealth is what makes working with a financial planner for business owners so powerful—you leave with confidence that your business and your family are secure.
Farmers
Farming is a way of life and often a multi-generational legacy. As a farm financial advisor, we help you structure your wealth so the land you love supports both your family today and future generations. Our role is to create strategies that balance income, growth, and succession. Farmers appreciate our clear guidance, ensuring the farm remains strong long after transition.
Affluent Families
Families with $3M–$10M+ portfolios often seek a higher-touch experience that feels like a private family office. We provide family financial planning that goes beyond investments to include intergenerational planning, estate planning, and continuity strategies for future heirs. Our clients value that we coordinate directly with lawyers and accountants to integrate tax planning strategies with estate planning strategies into one cohesive plan. With a team that blends experienced advisors and those earlier in their careers, families gain confidence for themselves as well as for their children and grandchildren—knowing their financial story will continue seamlessly.
Oil and Gas Entrepreneurs
We build plans that keep pace with your busy life. As your financial advisor for oil and gas business owners, we connect corporate decisions to family goals with clear, numbers-driven advice. Our approach balances growth with protection, so you can move forward with confidence. We also handle tax planning, helping you turn the ups and downs of the energy cycle into long-term security. When major opportunities arise—like a bonus, a sale, or a new project—we create strategies to capture value today and sustain wealth for the future.