We are consolidating our sites and communications to:


We will not be maintaining this site after 7/24/2024

From tax planning to entity creation, ​we will put ​you on the path to success! ​

Strategize. Organize. Globalize.

Our Expertise

Located in over eleven states, we specialize in connecting your tax, business structure, benefit plan, and asset protection into one cohesive plan.

Our Core Expertise is Working With:

- Individuals

​- Business Owners (Business Planning)

​- Business Owners looking to sell

Our Vision

Our goal is to bring all of the business advisors from legal, tax, insurance, and asset protection together, to develop one coordinated plan to give you the best chance for business and personal financial success and protection.

Most successful business

owners have expertise in their trade, but very little

time to be an expert in tax reduction, asset protection,

employee benefit plans and business structure.

Our Services Include:

Tax Planning;
Estate Planning; Tax Look Back; 401(k); Payroll​; Business Creation​; Entity Creation; and Strategic Business Coaching

"There is not a single person in the world that has the same financial puzzle as you do. Everyone has a different picture in mind. We don't just focus on one piece of your puzzle, we look at how all those pieces of your financial life fit together, always keeping your big picture in


- Julie Himmler