SEE THE DIFFERENCE
your life can create.
LET’S GO!
OUR UNIQUE APPROACH
Helping people create a legacy by passing on their values and giving their time, talent and treasure to charities.
“In this economy, it’s important to know someone has your back. Roy & Lori do just that, with great expertise, integrity, and humor.”
Jan B. — Retiree of AT&T
Do you have
property,
stocks or a business you are considering selling?
Contact us to find out creative ways to decrease taxes, create an income, and create a charitable legacy.
Are you enjoying all the tax and health benefits of charitable giving?
Contact us to discuss how to maximize the difference you are making in the world. Create an intentional legacy through creative charitable tax planning and exploring your purpose and passion in life.
Ways we can partner with you
Financial Strategies
Maximize your giving, minimize your unnecessary taxes, create lifetime income, and pass along tax-free benefits to your family.
Personal Coaching
Develop your mission statement and plan to pursue purpose and passion with your time and talents. Find meaning in work and serving.
Charity Support
Invite us to speak and educate your loyal supporters on creative ways to give and get involved. Let us help inspire creative generosity.