PARTNERS ON YOUR JOURNEY
We listen to your needs and create a customized plan to meet your goals.
Financial Strategies
Save $ by Giving $ (Charitable Tax Planning)
Charitable trusts
Donor advised funds
Qualified Charitable Distributions
Potentially decrease your taxes while increasing your impact by giving to your favorite charities
Business Sale (Tax & Transfer Strategies)
Sell your business and minimize unnecessary taxes while increasing your impact by giving to your favorite charities.
Retirement Planning
Income planning
Life insurance that provides tax-free wealth transfer AND long-term care benefits
Reducing market volatility in your retirement savings
Protecting and directing your assets through estate planning
“We are very happy with our retirement and our future. We are especially thankful for friends like you because you practically arranged our new associates to buy our business.” V. & C. Kinkead
Personal Coaching
Discover Your Purpose and Passion in Life
Complete a personal profile
Find a more fulfilling career
Find ways to a more fulfilling retirement
Be Remembered
Pass on your values to future generations
Create a legacy that will live on after you are gone
Create a Family Generosity Philosophy
Receive personalized parenting and grand-parenting tips
Reach Your Potential
Work with independent certified John Maxwell Team coaches
Charity Support
Let us help you increase your impact
We will speak to your donors and/or ministry partners about any of the following topics:
Charitable tax planning
Creating a legacy of values
Creating a Family Philosophy on Generosity
We can also connect you to resources for fundraising.