6100 Oak Tree Boulevard South
ALIGNING WEALTH AND PURPOSE FOR GENEROUS FAMILIES
Life is a continual process of transition. Graduations, the birth of a child, your first job, a new house, purchasing or selling a business, retirement, chronic illness and death are all important life transitions that work best when there’s a plan in place. From beginning to end, we’d like to be at your side as your guide. Smooth transitions lead to sustainable wealth and family unity.
Emotions and investing do not mix well. This why our evidence-based investment approach is informed by your long-term goals, academic research and financial science. We focus on what you can control, which provides a disciplined approach that relies on diversification and minimizes expenses and taxes. Our motto is Science not Science Fiction.
Protecting your estate against predators, creditors and excessive taxation requires creative planning backed by solid insurance products that stand the test of time. As a member firm of M Financial Group, we bring exclusive institutionally priced products and strategies designed for the affluent market and not available to the general public.
We are skilled at integrating creative and conservative strategies that strive to redirect your surplus wealth away from Uncle Sam to causes near and dear to you. Our process aims to allow you to transfer the core value of generosity to your heirs though hands on pre-inheritance experiences. Our goal is to help you create sustainable family wealth.
Our passion for helping owners manage business transitions goes way back. Mark and Richard both have strong ties to family companies and together bring a long history of serving and solving the challenges faced by successful business owners. Of the many valuable lessons, we’ve learned over the years, one thing is certain, if you don’t manage important life transitions, they will manage you. Doing nothing often results in losing control of everything and family conflict.
90 percent of affluent families lose control of their wealth within three generations. If so, you might ask, what do the 10% do differently? They integrate the hard issues (tools, techniques and strategies) with the heart issues (social, emotional and spiritual). We have developed a comprehensive process that integrates the practices of some of the best families across the US that have avoided the 90% failure rate* that destroys family wealth and unity.
When Markets React
Once Upon a Goal
Around the country, attitudes about retirement are shifting.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Our goal is your success. Below are some resources to help you have a successful financial future.
A collection of handpicked articles.
Calculate elaborate financial decisions with total calculation.
Even more videos to enjoy.
Managing your money involves more than simply making and following a budget.
- Robert Kiyosaki
Life in a Box
As a kid, things were simple. Life's different now and financial planning keeps you organized and in-the-know.
Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk.
When the time comes, it’s important that you’re prepared for a smooth ownership transition of your business. This video explains how we can work together to prepare a plan for you.
Exiting with Style
For many small business owners, the sale of their company is the foundation of their retirement plan. Learn how the right business succession plan can help you secure your retirement.
Trusts can provide financial advantages for you and your family. This video explains how Irrevocable Life Insurance Trusts can provide financial control and tax efficiencies.