We help our clients manage Financial Risk, Protect Assets and Conserve Capital.
We are a consortium of professional chartered accountants (CPA’s), tax and estate planning
lawyers and corporate life insurance advisors that helps our clients make informed decisions.
Losing business and farm partners to death, disability, disagreements and divorse can cost you and your farm, or company, money.
Properly structured and tax efficient, and insured, succession and estate plans will save the financial lives that farmers, ranchers and
business owners leave behind.
We have been helping our clients protect against financial loss and risk to capital for over 20 years.
We are a respected business consulting and financial services company
that achieves positive results for all of our clients through intelligence and
As a strategic alliance of professional advisors and tax consultants, we
help closely held corporations, their shareholders and families make
informed decisions for keeping their money.
We value the cost of time and money, the efficiency and safekeeping of
capital, and the lives of our clients and those they leave behind.