Forward-Focused Planning Today for a High-Impact Retirement Tomorrow

We help owners of closely held businesses and C-suite executives in industries such as life sciences, BioTech, and technology to lead a life of impact for your business and your family while planning for your future legacy. We know that it’s not by chance that you have established success in your life. But, while you’re busy making the most of today (as you should be!), the days and years are passing by.

Without meticulous refining and the right team on your side, the near-constant tax law evolution and its impacts on your future might just settle in without warning.

What once seemed far-off could become a reality, and the taxes you could pay in retirement could throw a wrench in even the best-laid plans.

We believe the hard work and successes you’ve achieved today should fuel your tomorrow. And, you should have a team on your side that’s focused on you, your goals, and your legacy.

With John Todd and our team, we are particularly focused TODAY on the go-to strategies that work well in the face of likely higher tax rates in the future. We help our clients strategically segment a portion of their long-range wealth-building dollars in an environment free from taxation.

And, when it comes time to bask in the sun of your hard-earned retirement, we’ll ensure your wealth is strategically distributed so you can live out your dreams while securing your legacy for future generations.

This publication is not intended as legal or tax advice.  Financial Representatives do not render tax advice.  Consult with a tax professional for tax advice that is specific to your situation.

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.


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