Sand Dunes

Our Services

We offer a wide variety of guidance across multiple financial realms. 

Tax Reduction Programs

We administer tax reduction programs in accordance with the governing instrument to guide wealth transfers to future generations. Our goal is to utilize proven private copyrighted systems and structures that protect wealth and assets while virtually eliminating exposure.

Accounting Services

We’ve partnered with one of the Big Four Accounting Firms that operates in 146 countries serving the needs of business, governments, public-sector agencies, not-for-profits and through the firms' audit and assurance practices, the capital markets.

Estate Services

Many people put creating an estate plan on the back burner because they believe they are too young to need any planning, they feel uncomfortable discussing the issue, or they do not believe they have assets worth protecting. By hiring our team, you will receive individual support and services tailored specifically to your situation.

Family at a Beach

Insurance Services

Most small business owners need small business insurance. Having it can help protect the livelihood clients have worked so hard to build. The right small business insurance will help cover expensive damage and lawsuits.

Retirement Planning

We create a unique plan that fits your needs and stage in life. Our team can assist you with tax-deferred retirement accounts, such as 401(k), IRA, and 403(b) accounts as well as rollover strategies and withdrawals prior to age 59 1/2.

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College Planning

We have made it our mission to provide the guidance, support, and insider information that smooths and simplifies the process while also empowering clients to take hold of their academic future through insight and discovery.

Premium Financing

We have made it our mission to provide the guidance, support, and insider information that smooths and simplifies the process while also empowering clients to take hold of their academic future through insight and discovery.