Your Financial Quarterback

Your first call when you have a question concerning any financial matter.

We are a multidisciplinary wealth management firm. Our principals and team members have worked with over 1,000 clients in 48 states and have authored over a dozen books on all aspects of wealth management.

We help you develop, implement, and maintain a comprehensive plan that supports all aspects of your financial well-being and helps you achieve the lifestyle to which you aspire.

ARTICLES

financial advisor solutions
Adam Braunscheidel

Six Financial Actions to Take in Uncertain Times

During a volatile market environment like we find ourselves in today, or the steep market…

VIDEOS

employees on zoom call
Webcasts

The New & Expanded Employee Rentention Credit

Nearly all taxpayers are looking for legitimate tools to reduce taxes. The Employee Retention Credit…

PODCASTS

banner image for podcast episode with trisha talbot from docproperties
Wealth Planning for the Modern Physician Podcast

All Things Real Estate

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 in as David chats with Trisha Talbot, real estate advisor and entrepreneur behind DocProperties.…