• YOU’VE WORKED HARD TO REACH THE TOP. NOW LET YOUR WEALTH WORK FOR YOU.

    With a sophisticated financial strategy, we help you make the most of your executive benefits, manage risks, and secure a lasting legacy for generations.

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  • YOUR FINANCIAL SUCCESS SHOULD BE AS STRATEGIC AS YOUR PROFESSIONAL CAREER.

    Your financial success should be as strategic as your career.
    We help professionals to navigate complex compensation, plan for smooth practice transitions, and build tax-efficient estate plans. Our goal is to help you grow and protect your wealth, both now and for the future.

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  • YOUR BUSINESS IS YOUR LEGACY LET’S PLAN FOR LIFE BEYOND IT.

    Your business is your legacy — let’s plan for life beyond it. We work with successful business owners to increase transition readiness, enhance marketability, and position your business for maximum value. Our strategic is designed to help you extract wealth efficiently while protecting both your company and your family's financial future.

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  • PRESERVING WEALTH MEANS MORE THAN NUMBERS - IT’S ABOUT CONFIDENCE.

    Preserving wealth means more than numbers — it’s about confidence. As you transition into retirement, we create proactive, tax-efficient strategies to help sustain your lifestyle and ensure your legacy lasts for generations.

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  • RETIREMENT SPENDING REDEFINED

    Most financial plans focus on growing the biggest account balance possible. But the largest balance does not always lead to the largest spendable income.

    Taxes, investment positioning, age, health, family needs, and risk all determine how much of your money you can actually use. We help clients design strategies that maximize spendable income, not just numbers on a statement—because retirement success isn’t about how much you have, it’s about how much you can use.

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  • THREE STAGES OF FINANCIAL LIFE

    WEALTH ACCUMULATION


    This is the longest and most familiar stage — typically beginning after graduation and lasting until retirement. The focus here is on building wealth through income, savings, business growth, and smart investing. Strategic planning during this phase lays the foundation for future financial independence.

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  • YOUR FINANCIAL SUCCESS SHOULD BE AS STRATEGIC AS YOUR LEGAL CAREER.

    THREE STAGES OF FINANCIAL LIFE

    WEALTH DISTRIBUTION

    Eventually, you reach a point where you no longer wish or are able to actively earn income. This stage is about making your accumulated assets work for you. The goal is to convert your wealth into a reliable, sustainable income stream to help support your lifestyle, while managing risks like market volatility, inflation, and taxes.

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  • THREE STAGES OF FINANCIAL LIFE

    WEALTH PRESERVATION

    As you transition into or move through retirement, the focus shifts to protecting what you've built. This stage emphasizes risk management, tax efficiency, and designing a thoughtful plan for the transfer of wealth — whether to family, charitable causes, or both — ensuring your legacy endures.

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KEY SERVICES

  • BUSINESS VALUE ACCELERATION

    We help you organize, analyze, and plan your finances with a structured approach. From gathering key financial data to developing a personalized strategy, we provide ongoing guidance to help keep your financial future on track.

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  • PREMIUM FINANCING SOLUTION

    For high-net-worth individuals with significant estate or business planning needs, premium financing may be a useful strategy to obtain life insurance coverage while maintaining liquidity. It involves using borrowed capital to fund policy premiums, which can help preserve personal or business assets for other purposes. It involves risk and complexity, so it's important to work with an experienced financial professional before proceeding.

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  • FUTURE LEGACY PLANNING

    A solid estate plan helps to ensure that your wealth is protected and passed on smoothly. We help you create a clear, tax-efficient plan that secures your legacy and gives you confidence.

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  • WEALTH MANAGEMENT

    Your wealth deserves more than short-term thinking. We design disciplined, diversified investment strategies that reflect your values and goals and risk tolerance. By focusing on risk management and long-term growth, we help ensure your financial independence—and preserve your legacy.

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With Your for Generations

Even after over two decades in the financial industry, it’s really the meaning behind our work that matters to us. It’s the lifelong clients that became friends, and the indelible bonds we’ve created while working with them to shepherd their lineage to today where we’re now working with many of their adult children.

Times may change but our commitment to generational service never will.

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“Different Isn’t Always Better,

For your family and for your future, we go out of our way to truly understand your situation and try to illuminate the path to your best financial life.

but Better is Almost Always Different.”

Our Services

by Dale Dauten