Your primary objective is to find effective solutions for your clients. One of ours is to give them to you.

You have many clients who want to make a difference in their community, but they don’t know exactly how. While they are very generous in their contributions to various organizations, in many cases, they are not quite sure of their own passion. We would like to help you help them find their passion, and then help direct their giving in the most efficient and effective way possible.

You probably have clients with a high concentration of low basis stock, a business they are getting ready to sell or a piece of real estate that they would like to liquidate but don’t feel they can because of the capital gain taxes. Let us help you come up with a solution.

Let us help you help your clients even more.  Contact us at or 770-859-2366.