Asset & Debt Management

Our society glorifies income and flashy spending, but this does not equal financial wealth. Spending beyond one’s means is one of the many traps in our lives that can slow or destroy financial growth. In order to make a plan to go somewhere, you first know where you truly are and the same is true for our finances.

In this assessment process, some of the areas we evaluate together include:

[icon-check] Establish & Track Net Worth We will help bring clarity to where your wealth is and how it is progressing. Achieving growth takes a combination of savings, debt pay-down, and investing. [icon-check] Review Cash Reserves & Liquidity Reserves are needed to prevent costly consequences from unexpected bumps in the road. We will help determine how much liquidity you need and where it should be kept.

[icon-check] Assess Credit & Explore Possibilities Some types of credit can be used for wealth creation, but others are destructive. We will help you determine how to best utilize good credit and how to best reorganize or eliminate bad debt [icon-check] Planning for Business We will review current entity structure, documents, and potential succession plans to determine any income or taxation complications and explore possible retirement plans and line up the best option for your goals.

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Our Client-Centric Approach

Fundamentals

Understanding your net worth is probably one of the best barometers of financial success. By reviewing your balance sheet, you can determine which assets are the most important for wealth creation and which debts are most destructive to it—and plan accordingly.

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Accumulation

Tax efficiency is one of the biggest keys to growing your assets. Knowing the positive and negative effects of interest-bearing debt and how to utilize its features can be a powerful tool for growing your net worth.

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Management

Careful planning and preparation are required to make certain businesses and other assets are set up using the correct entities. Other advanced planning strategies may also be needed to review and execute stock options, restricted stocks, or other retirement plans and benefits.

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232 Years

Combined
Experience

Wisdom

We learn and teach continuously

1998

Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

100 Percent

Independent

Objectivity

We listen and keep an open mind

10+ Years

Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

100 Percent

Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

Year Vision

Forward Looking

We make decisions with future generations in mind