Our Services

Explore how we help individuals, business owners, and families protect what matters, plan with purpose, and move forward with confidence.

Personal Planning

Helping individuals and families build financial clarity and long-term security. From income protection to retirement planning, we’ll simplify your path forward.

Business Planning

Protect and grow what you’ve built. We guide business owners through succession, retention, and benefit strategies that align with your goals.

Leave a legacy with confidence. Our estate planning strategies focus on tax efficiency, family harmony, and purposeful wealth transfer.

Estate Planning

Not Sure Where to Start?

You don’t have to figure it out alone. Book a conversation and we’ll walk through it together.

Why Clients Choose Us

Ready to see what this kind of planning feels like? Let’s have a conversation.

Trusted Guidance

We offer clear, honest advice with your best interest at heart — no pressure, no gimmicks.

Led by values forged through service, our mission is to help you plan with integrity and purpose.

No templates, no one-size-fits-all. Every recommendation is built around your goals and life stage.

Led by Experience

Tailored Strategies

It’s not just what we offer — it’s how we deliver it. Our clients choose us for clarity, trust, and a planning process built entirely around them.

Protection-Focused

Clear Communication

Peace of Mind

Our job is to reduce stress, not add to it. We’ll handle the complexity so you can focus on what matters most.

Before we grow wealth, we make sure it’s shielded — from taxes, market shifts, and the unexpected.

We break down complex topics into plain language, so you always feel informed and confident in your decisions.

”Kurt helped me finally understand my financial picture. I walked away feeling confident instead of overwhelmed.”

Sarah M. – Dallas, TX

”I didn’t realize how much risk I was exposed to. Kurt helped me protect my business, my employees, and my peace of mind.”

Marcus B. – Contractor & Employer

”Kurt made the complex world of business planning feel simple. I now have a strategy that actually works for where I want to go.”

Anna K. – Marketing Agency Founder

”Kurt helped us navigate a tricky situation with clarity and compassion. I now know my kids will be taken care of.”

Monique F. – Blended Family Parent

What Our Clients Are Saying

Let’s talk through your goals and see how we can help. No jargon. No pressure. Just smart guidance.

Ready to explore your options?

Let’s Start With a Conversation

No Pressure
There’s no cost or commitment — just a conversation to explore your options.

It’s About You
We’ll take the time to understand your goals, priorities, and where you’re at.

Honest Guidance
Expect clear, thoughtful advice — no jargon, no pushy sales tactics.

A Plan That Fits
We’ll talk about next steps and help you move forward with confidence.