Our Services

Protecting and maximizing your financial wealth requires sound counsel with expertise in a number of areas. We can offer you and your family a broad range of services, including:

Asset Protection

We can work with you to identify financial strategies and retirement income plans that can help you shield your assets from liabilities, accumulate assets for the future, and safeguard the transferring of your assets to your children and grandchildren.

Estate and Legacy Planning

Through collaboration with you and your other advisors, we can assess the impact of state and federal taxes on your estate and suggest strategies designed to minimize those taxes, while meeting your personal philosophies and family needs.

Business Succession and Exit Planning

Your business is probably one of your most valuable assets, and we can help you find ways to protect it and ensure its viability well into the future.

Executive Benefits

Most business owners agree that it's important to take care of your key employees, and we can work with you to suggest a variety of benefit packages to help you retain your current executives and attract new ones.

Professional Athletes

Every athlete has a coach who helps them maximize their skills for their own good and for the good of the team. Along those same lines, professional athletes should have a financial coach who helps them maximize their financial sphere to benefit themselves, their families, and their community. Rick has worked with professional athletes for more than two decades, assisting them during their active careers and into retirement, and he would love to meet with you to discuss your situation and needs.

Philanthropy

We can help you design and execute a charitable giving plan that can meet your personal and philanthropic goals while minimizing your tax burden.