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Our clients save, grow, and protect their wealth typically in three places: traditional investing, a small business, and/or real estate. Each client is unique. But, everyone need a strategy for minimizing taxes, and financial planning that holistically maximizes each investment element. 

We offer:

- In-Depth Tax and Financial Planning

- Investment Management

- Tax Preparation 

We Specialize in:

RETIREMENT & WORK OPTIONAL: Lower taxes optimizing portfolio withdrawals, rentals, and business income. Gain confidence today to know when your "enough" is enough.

REAL ESTATE INVESTING: Analyze, include, and/or optimize real estate rentals to leverage tax benefits, and cash flow while complimenting your traditional portfolio. 

SOLOPRENEURSHIP: Our business is growing yours: Consultants, independent contractors, and solo-entrepreneurs who value minimizing taxes, and their time.