Why Us?

We run a "Virtual Family Office" (VFO) - this means our team of Fiduciary-First Advisors offers family-office-level coordination via a curated network of specialists. These specialists include, but are not limited to, the following: 

Tax. Legal. Insurances. Mortgages. Securities-Based Lending. Alternative Investments.

We are the "Quarter-Back" of your Financial Team, always working with you as the center.

Getting to Know Us

How Can We Help You?

Retirement Planning

Estate Planning Strategies 

 

Financial Planning

 

Additional ways we can help

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Blogs

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Carrie King |
Categories
Tax Planning
Finance
Retirement
Investments
Many people think about taxes once a year — when April rolls around and it's time to file. By then, the year is already in the rearview mirror. The decisions that could have made a difference? Many of the deadlines for them already passed. That's the gap between tax preparation and tax planning. And understanding the difference could change how you think about your money — not just in the spring, but all year long...