Big Brand Name Firms Vs 
Independent Registered Investment Advisors (RIAs)

Find Out Why People Just Like You Are Leaving Brand Name Advisory Firms To Work With Independent Certified Financial Fiduciaries

Through highly customized advanced tax planning & investment strategies, we help our clients pay less Taxes, keep more of their earnings, & grow their wealth


Qualified Tax Avoidance Planning

Learn How Qualified Tax Avoidance Planning (Q-TAP) Can Allow You To minimize taxes as you remove assets from your qualified retirement plans. 

Check Out The Back Issues of our Visual Insights Newsletters to Learn About Things Like:

  • How Safe is Your Job From Automation
  • What Investors Need to Know About Marijuana
  • How Far Will a Million Dollars Go in Retirement

Who We Can Help Most


  • Employers who would like to accelerate their wealth beyond the 401(k).
  • Sole proprietors with a high income or large cash flow.
  • Family businesses employing from 0 to over 400 employees.
  • Any highly-profitable companies looking to avoid capital gains taxes.
  • Companies looking to attract and retain highly talented employees.
  • Business owners interested in Risk Mitigation.
  • Anyone expecting to pay more than $100,000 in personal income tax.
  • Top tier income earners with 401ks, IRAs, & other qualified accounts looking to significantly reduce their future tax obligations.

Useful Links For...

Retirement Planners


  • Annuity Review
  • Life Insurance Review
  • Mutual Fund Review
  • Retirement Income Planning
  • IRA Recharacterization & Tax Mitigation
  • Social Security Planning
  • 401k Rollovers Optimization

Here Are Just A Few Reasons Why 
People Choose Us


Reason One

As Certified Financial Fiduciaries, Our prime objective, each and every day, is providing significant value to our clients. We don’t hard sell or pressure anyone into accepting our services. We don’t have to. 

Reason Two

We don't believe that any one category of financial vehicles is inherently better than another nor that one type of vehicle is right for everyone. We let the results you desire dictate which vehicles to use to get you there.  

Reason Three

When your team includes only a CPA or a single financial planner, you miss out. No matter how remarkable one tax prep professional or financial advisor is, they can’t compare to a full team of expert strategists. Each person on our team brings a unique perspective from a different part of the financial & legal industries. We combine our strengths to find the most effective solutions for our clients.


Ready for Objective Professional Advice?

We reserve a few spots each week to meet with people who have financial questions and aren't sure where to find answers. We can't help everyone, but often, we can steer you in the right direction. In this no-obligation session, we'll learn more about you and help you: