Client Profile

Our clients share the following characteristics... 


  • Owner of privately/closely held business
  • Business in strong financial condition (debt/equity, cash flow inc)
  • Business growth oriented


Family & Community:

  • Loves and cares about family-strong values
  • Cares about perpetuation or maximization of wealth
  • Known to have integrity
  • Respected by employees and community
  • Has identified value system
  • Prioritizes tax reduction
  • Values long term relationships
  • Respects and counts on advisors
  • Has a vision of the future for his/her business & personal life 



  • Required Minimum Distribution Rules

    When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.

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