Don't get me wrong, CPA's are vitally important (in fact, I'm married to one!); however, many tax accountants focus on simply minimizing the current year's tax liability, even if it means increasing taxes over the course of your life.

We focus on minimizing your lifetime tax burden. This may entail increasing taxes in one year, but likely saving far more tax dollars in future years.

We don't file your taxes, but we work together with your tax preparer to make sure everyone is on the same page.

We charge an annual fee based on the assets we manage, otherwise called an "Asset Under Management" (AUM) Fee.

We don't receive any commissions, kickbacks, or other forms of revenue, unlike most financial advisors. This helps eliminate conflicts of interest and aligns financial goals - we make more money as you make more money.

Our fees start at:

- 1.35% on the first $1,000,000 under management

- 1.00% between $1,000,001 & $5,000,000

- 0.75% between $5,000,001 & $10,000,000

- 0.65% between $10,000,001 & $20,000,000

- 0.50% between $20,000,001 & $50,000,000

- 0.40% between $50,000,001 & $100,000,000

- 0.30% on $100,000,001 and above

Both.

Yes.

We can work with clients anywhere in the United States of America.

Our services include but are not limited to the following:

- Retirement Planning (including social security analysis)

- Tax Planning

- Investment Management

- Estate Planning

- Insurance Review

- Cash Flow Planning

Yes.

We have a minimum of $500,000 in assets that we would manage in order to be a client. This allows for us to provide premium services to our clients.