Business Owners:
Considering Selling Your Business But Don’t Have a Plan?
Schedule A Meeting With Our Founder, Geoff Hakim, CFP
our own confidence at work
Our second opinion approach is essentially the same planning and investment analysis package we give to our clients. Why would we do this work upfront without obligating you? It’s about our confidence that what you’ll experience with our process and the tailoring we deliver will be exceptional. We expect your eagerness to put both the plan and investment portfolio we developed into action.
How We Design Portfolios
Higher After-tax Returns
We build portfolios to produce higher after-tax returns
Income Across Generations
Your wealth is a family legacy, and income sustains your impact
Focus on Protecting Against Losses
We engineer your portfolio to minimize exposure to losses
Growth for Uncertainty
Portfolio growth is the force to meet an uncertain future