Empire Builders

Are you a highly successful 35 – 50 year-old, middle-career professional or spouse, juggling a demanding career, growing children, and navigating the complexities of real estate? If so, you sound like some we call an empire builder.

What is your time worth?

We help empire builders maximize the potential of their money so they can focus on maximizing the value of their time with their families and careers.
While every empire builder is unique, even these highly motivated and goal focused people have some common, complex pain points we find most would like to solve. Some of those include:
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Working towards solutions for these and other pain points for empire builders generally involves complex planning and collaboration with other professionals to make sure your entire financial plan is working in concert. Imagine your tax strategy, estate plan and financial plan working as one. Beyond the goal setting and forecasting models, we help empire builders consider how to use both sides of the balance sheet efficiently. Strategic debt can be a valuable resource when used correctly and we educate you about how to use different products efficiently. We strive to take the complexities of your life and build them into a beautiful roadmap to success, but what if something unexpected happens to you or a loved one? Just as crucial as it is to have a great roadmap, we work with our empire builders to help protect themselves and their vision through proper insurance planning. Make your plan, work your plan, plan for the unexpected. By evaluating, planning and protecting every facet of your life, we try to give our clients the confidence to know you’ve done everything you can to maximize the potential of your money so you can focus on maximizing the quality of life for you and your family.

While we do most of the heavy lifting to give our empire builders the confidence that their assets and earning potential are being managed efficiently to their goals and values, we also find they value a partnership approach. If you’re an empire builder, you might find yourself becoming more insulated as your success grows and sometimes our value is in just being a sounding board to bounce ideas off and to collaborate with because we understand and work with people like you every day. You’ve worked hard for what you have and you’re fortunate to be in the place you are, so let’s make sure you’re comfortable with that and getting the best return on life possible.

Are you taking the road less traveled?

Click the link below to schedule a free 30 minute conversation to find out.