After-Tax Wealth In The Community

We believe that giving back to the communities that we serve is important and we are proud to support some amazing nonprofit organizations.

The Innocent Justice Foundation

The Innocent Justice Foundation works to support Internet Crimes Against Children Task Force teams, law enforcement, first responders, child/victim advocates, and others in the community who are often profoundly affected by their exposure to indirect trauma.

HART – Helping Advocates Rebound From Trauma

HART is a program of the Innocent Justice Foundation that offers a mental health and wellness program that focuses on a range of stressors and traumatic events suitable for professionals who work in roles that expose them to traumatic materials and events, and the trauma of others. We are proud to be a sponsor of HART’s first annual event and we are looking forward to growing with the Innocent Justice Foundation.

Thank A Vet

Thank A Vet works to serve and honor veterans. Their goal is to empower our veterans by promoting self-respect, self-confidence, and usefulness through education, training, employment, health, as well as providing services for homeless Veterans.

Burn Institute

The Burn Institute assists with housing, transportation, meal vouchers, and other necessities while a burn survivor is receiving medical treatment at the hospital. Their mission is to educate and inspire our communities to prevent burn injuries and empower those affected by burn trauma.

Making A Difference Together

Learn how we can help your wealth management by identifying tax advantages.

Trust & Estate Planning Strategies

Guidance and strategies to help fulfill your vision for the future.

Strategic Philanthropy & Grantmaking

Personal giving strategies that compliment your passions and purpose.

Deferred Retirement Option Plan (DROP)

Tax Planning, Withdrawls, and Rollover Services.

401K Deferred Compensation

Understanding your investment options.

Still looking for more info?

Contact us to start your needs assessment today.