News and Updates
Having the Estate Planning Conversation With an Aging Parent
Losing a parent is hard enough. Having to turn around and have a practical, money-focused conversation with the surviving parent about what comes next can feel impossible. But this is […]
Stacking a Cash Balance Plan on Top of a Solo 401(k)
For high-earning consultants who have already maxed out their solo 401(k), the next question that tends to come up is whether to add a cash balance plan on top. The […]
Helping an Adult Child Without Creating Financial Dependence
One of the most common questions I get from parents centers on gifting to adult children. The tension is almost always the same. You want to help, but you don’t […]
The Risks of Lending From a Self-Directed IRA
Creative tax planning is worth pursuing. But there’s a point where creativity starts working against you, and this is one of those situations. If you’re considering making a private loan […]
Is Rental Real Estate the Right Alt for You?
When markets get choppy, some investors start looking to alternatives. Rental real estate in particular tends to come up early in that conversation because it feels familiar. You’ve bought a […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.