Join the Fortune Freedom Program

We have put this program together in such a way that it’s not easy for investment advisors, lawyers or tax consultants to easily duplicate. Why? Because each profession has only one piece of the picture. We’ve worked with a cross disciplinary mindset to integrate skills and knowledge to provide you a competitive advantage that is difficult to discover.

If state, federal and international laws are fixated on claiming tax dollars at every point in the value chain, how do we legally and ethically protect your money? Governments know that to make tax revenue the entire economy has to remain healthy. Over time priorities shift – sometimes in support of small business entities, sometimes in favor of corporations. As regulations change we adapt our client strategies, giving you the opportunity to put your money in areas of the economy the tax code has positioned for growth. Reducing the tax burden on targeted segments of the economy is an important tool in their toolset to sponsor such growth.

While individuals are too busy to investigate the thousands of pages of policy, code and regulation, it’s our responsibility to do so. While you work hard to earn your money, we work hard to protect and grow your nest egg by positioning your money where you can use it now, and invest it for later, with the most favorable tax implications available.