About Us

We help business owners maximize their wealth (maximize the value of their business not just their portfolios) and pay the least amount of tax legally possible. Our business owner clients are saving on average of more than $10,000 in taxes in the first year they work with us and many thousands more in taxes and operating expenses as we grow together. I would like to show you how we may be able to help you stop wasting your dollars and maximize the value of your business and your wealth.

Securities services offered through HD Vest Investment Services(SM) (HDVIS), Member/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS). HDVIS does not provide tax or legal advice. Please visit www.hdvest.com/social_policy for more information.

How We Got Started

To help clients Create Multigenerational Wealth

Products & Services
Comprehensive business and individual wealth and tax planning services unlike anything available elsewhere in the market.
B. I. G. Planning is a proprietary process of comprehensive Business Wealth Planning, Individual Wealth Planning and Global Tax planning not found...
We are saving our new clients a average of more than $10,000 in the first year they work with us and more in the following years.
Recommendations Given (3)
"Scott is an outstanding attorney. I highly recommend him and his firm."
"Brandon is an innovative banker who goes beyond just the numbers to really understand your needs."
Recent Activity

Brooks from Wicker Strategic Wealthcare Group Answered this on April 19, 2018
It may never make sense. There are a lot more factors than taxation in determining entity choice. (more) It may never make sense. There are a lot more factors than taxation in determining entity choice.

Brooks from Wicker Strategic Wealthcare Group Answered this on March 12, 2017
We are saving our business owner clients an average of $10,000 a year through our comprehensive tax planning alone. We also save tens of thousands a year in operating expenses for our clients utilizing our unique approach of trulcoordinating a Business Wealth Plan with an Individual Wealth Plan... (more) We are saving our business owner clients an average of $10,000 a year through our comprehensive tax planning alone. We also save tens of thousands a year in operating expenses for our clients utilizing our unique approach of trulcoordinating a Business Wealth Plan with an Individual Wealth Plan and a Global Tax Plan.

Team

President/CEO