Booking an appointment with us is easy!

Select one of the choices below to fill out the questionnaire related to your meeting.

“Many can throw out ideas and concepts, few have the ability to clearly assess the impact and result of implementing those ideas. That is what we are really good at.”

– David Nabity

Our Mission As Advisors

  • Connector.

    To make sure that all of the children still love each other and want to stay together as a family, enjoying holidays and family events, after Mom and Dad are gone.

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.

  • Connector.

    To assure that the family estate transfers to where it will continue to grow for future generations and not be wasted on taxes or those who will misuse it.

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.

  • Connector.

    To position the company for long-term success, after the founders are gone, so that the employees and their families do not suffer due to layoffs, closings and consolidation. The community impact can be devastating.

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.

  • Connector.

    Provide opportunity for young leaders to rise to senior-level positions and have the incentive of participating in the financial growth of the business, if they perform, which can include possible ownership as others retire.

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.