We help high income professionals and closely-held business owners achieve financial security by reducing your risk and being more tax efficient to help protect your wealth and live on more income in retirement, without fear of running out of money due to market decreases, taxes, or health and long-term care expenses. You will find that we bring passion, purpose, and partnership in helping you provide long-term financial security for yourself, your family, your business and your community. We use a four-step approach in working with you to understand your complex financial issues and how they can affect your life goals -- whether you are working to achieve current financial success, or to protect and preserve assets over the long-term.