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Our Services

Utilizing our Brick House Planning Process tm, we'll help you to develop a proper life-centered financial program. Our team will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established and we've identified your starting point, we'll customize appropriate strategies to suit your vision and objectives. We can help you implement a sound financial program, and even have a process in place to hold you as accountable as you'd like us to.

Our areas of focus are driven by your needs. However, much of our planning & consulting work is often done in one or more of the 14 signature elements that to us define comprehensive wealth management. The areas where we tend to spend the most time include:

  • Maximizing the accumulation phase/Efficient cash flow management
  • Investment management for responsible wealth expension & protection
  • Asset protection strategies
  • Debt management to both create & protect wealth
  • Tax-Efficient distribution strategies for retirement assets
  • Effectively managing executive compensation
  • Business exit planning
  • Crafting an efficient income replacement plan - The spend-down phase
  • Preparing heirs  
  • Estate &Trust planning and administration 
  • Transition planning (stategies for dealing with sudden windfalls)
  • Navigating the conflicting developmental agenda's between multigenerational client families
  • Planning and paying for educational expenses
  • Strategies for funding healthcare and long-term care