Many of our clients are business owners. We are business owners ourselves.

We help you design, implement and maintain effective plans to help you reduce your personal liability, preserve all viable income tax deductions, facilitate you retirement, maintain family harmony, retain key employees and minimize taxes.

And, most importantly … we ensure that your business has the proper foundation to allow for maximum growth with minimal risk to you and your loved ones.

We don’t just respond when things go wrong.

We proactively monitor your business so you can stay focused on the growth of your business. We focus on an integrated approach to business planning.

Our approach covers your entire LIFT foundation and plugs all gaps.

We help you with your Legal, Insurance, Financial and Tax issues, and we do all of this in the context of your family values and belief systems.

To accomplish this, we encourage collaboration among all of your professional advisors to help create the most effective team for your success.

Our fees and packages are intentionally structured so that we are all on the same side of the table when it comes to the success of your business.

We are incentivized to be efficient, to be effective, and to help you grow.

If you have a growing business or a business you want to grow more, let’s meet one-on-one for your LIFT Your Life And Business Planning Session. We will share with you exactly how we can be your small business general counsel that previously was available only to the Warren Buffetts and Bill Gateses of the world.