Growing Your Legacy with
Time Tested Fundamentals
See Why Our Way Works BetterIntegrated Planning Solutions that help business owners, Professionals and other High Net Worth individuals Protect, Enhance and Cascade their Legacy.
Our Process Sets Us Apart
We start with Who & Why, then we talk How & What
On The Tee
You tell us your story – we want to know about your values and goals, your lifestyle, and your legacy
Club Selection
Based on the values and goals you identify, we tailor solutions towards what you are looking to achieve
Hit The Shot
We prioritize and execute these solutions to close the planning gaps and move you toward your goals
Scorecard
Progress is measured against your goals and we identify if any new gaps have arisen during execution
The most important shot in golf is the next one.
– Ben Hogan
Income Planning – Course Strategy
To sustain your lifestyle how much are you going to need? When and how do you plan to take it?
“There’s no such thing as bad weather, only inappropriate clothing!
– Anonymous
Risk Management – Know Your “Miss”
Has your Insurance Portfolio evolved to compliment your Asset Portfolio?
To know even one life has breathed easier because you have lived. This is to have succeeded.
– Ralph Waldo Emerson
Philanthropy – For the Love of the Game
The Game of Life has been good to you, how will giving back boost your legacy?
Golf is the closest game to the game we call life. You get bad breaks from good shots; you get good breaks from bad shots – but you have to play the ball where it lies.
Bobby Jones
Get Stared Today
Book Your Discovery Session & Play a Round of Golf
What better way for us to get to know you than over a round of golf? When you book a “Tee Time” with us, we take you out for a round of golf. We’ll endeavor to understand what it means to walk in your shoes .
To get started, just give us your contact details and a good time to chat, and we’ll give you a call to book that tee time!