Business Owners: 

Considering Selling Your Business But Don’t Have a Plan?

Schedule A Meeting With Our Founder, Geoff Hakim, CFP

our own confidence at work

Our second opinion approach is essentially the same planning and investment analysis package we give to our clients. Why would we do this work upfront without obligating you? It’s about our confidence that what you’ll experience with our process and the tailoring we deliver will be exceptional.  We expect your eagerness to put both the plan and investment portfolio we developed into action.

How We Design Portfolios

Higher After-tax Returns

We build portfolios to produce higher after-tax returns

Income Across Generations

Your wealth is a family legacy, and income sustains your impact

Focus on Protecting Against Losses

We engineer your portfolio to minimize exposure to losses

Growth for Uncertainty

Portfolio growth is the force to meet an uncertain future

Schedule Your Portfolio Second Opinion

Step 1

Take Our Short
Qualifying Profiler

Step 2

Schedule Time
With Geoff