WHO WE ARE:
an independent wealth management firm serving the families of physicians and dentists

WHAT WE DO:
simplify the complexity of your financial life with with a focus on proactive wealth creation

WHO WE ARE:
an independent wealth management firm serving the families of physicians and dentists

WHAT WE DO:
simplify the complexity of your financial life with with a focus on proactive wealth creation

OUR TEAM

OUR PROCESS

OUR SERVICES

Retirement Planning
Education Funding
Investment Strategy
Tax Planning
Risk Management
Cash Flow Analysis
Benefits Planning
Alternative Investment
Employment Contracts
Asset Protection
Estate Planning

OUR MISSION

1

To Simplify Complexity

We make your complex life simpler by organizing your financial picture, driving the process for improvement, and being your “go-to” for all things financial.

2

To Create Wealth

We don’t just manage your wealth, we help you create it.  We’re not comfortable coasting, but constantly seek opportunities to improve your financial situation.

3

For Your Life’s Purpose

We build your plan around your life’s purpose.  This isn’t just financial, but deeply personal.  We work together to develop this, then make every decision through this filter.

CONTACT US

(402) 509.5787

7540 Matthews Mint Hill Road
Mint Hill, NC 28227

2111 S 67th Street, Suite #300
Omaha, NE 68106

We look forward to meeting with you on a complimentary basis to learn your story, share ours, and jointly explore the prospect of a financial planning partnership.

Give us a brief explanation of your situation. We will get back to you within 1 business day to discuss next steps.