Non-Profit Advisor

We are constantly asked if we can help our clients with their investments and insurance needs. We also understand we could make a fortune offering those services. But we don’t.

We are so focused on being the best proactive tax planners we can be, that we just can’t be experts at everything. And the last thing we are going to do is “dabble” in investments for you, and likely do a poor job at it, ruining our overall relationship. So we remain your personal tax strategist, and will team up with your current financial advisor, or recommend one of the tremendous advisors that we work very closely with, to form the best possible advisory team that you can have.

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