For decades, we’ve been helping clients build an unbeatable Defense—blocking financial threats, and setting the stage for a strategic Offense, in order to dominate the financial game over their lifetime. Like a seasoned coach, we draw up a game plan that defends against financial setbacks and positions our clients to score big for generations.

You don’t win Super Bowls without a strong Defense. What advantage could you have if you made it through life with as few financial losses as possible; losses to taxes, fees, interest, inflation, lawsuits, unnecessary expenses.

Just as a great Offense doesn’t fumble, wealthy people don’t give up control of their money during their lifetime. The Defense gives the Offense a permission slip to creatively accelerate wealth, with certainty. Wealth doesn't come from taking unnecessary risks and chasing rates of return. Wealth is created when all of your financial decisions are coordinated to work to your full advantage. This makes for a strong Offense over your lifetime, creating more certainty.