Financial Advisor / Wealth Management

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Mark and Susie Donovan spent decades building a thriving construction supply company—and with the business running at peak performance, they knew it was time to begin planning their next chapter. What they didn’t know was how much complexity that transition would involve.
Their questions were clear:
  • How do we reduce taxes before and after the sale of the business?
  • Will

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On July 4, 2025, congress signed H.R.1, the “One Big Beautiful Bill Act,” into law. It makes many of the 2017 Tax Cuts and Jobs Act (TCJA) provisions permanent, extends others, and introduces a handful of new rules.
Whether you’re retired, building a business, or planning a legacy, here’s what’s changing—and what’s worth a closer look.
Income Taxes
The bill

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People often seek out a financial advisor when important life events cause them to get serious about their finances. Whether approaching retirement, selling a business, or rebuilding their finances after divorce, professional advice helps them attack these transitions with confidence and make better decisions like the people referenced in these case studies.

Unfortunately, sometimes people delay getting the professional…

We have a deficit and you know that you have to borrow to pay for the interest on the debt that you’ve had before and at north of four to five percent interest rates this is significant. It means you can have a snowballing effect. You have to borrow more and more. And you know that they’re not fixing the…

When markets drop, it doesn’t just rattle numbers on a screen. It stirs up real emotions. Anxiety. Doubt. The very natural urge to protect what you’ve worked hard to build.
If you’ve found yourself wondering, “Should I step out and wait until things calm down?”—you’re not alone. That reaction is completely understandable. In fact, it’s one we hear often, especially

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