Our Services

Plan design, vendor and investment monitoring, fiduciary governance, and participant education for employer-sponsored retirement plans, backed by the secure Fiduciary Briefcase portal for plan oversight committees.

Covers every stage of your business from growth to maturity to exit to post-exit, plus Value Builder System assessments for business value and personal readiness.

Group life, disability, and health insurance consulting, plus group retirement plan design, chosen from carriers rated on cost, service, and claims performance.

Fixed-fee tax return preparation and planning for individuals, trusts, estates and gifts, businesses, and family foundations, handled by CPAs and CFP professionals through Wealth Enhancement Tax & Consulting Services.

An in-house, South Dakota-chartered trust company (WETS) that serves as acting trustee, handling accounting, investing, distributions, tax filing, and reporting for revocable, irrevocable, special needs, charitable, and dynasty trusts.

Concierge-level service for complex financial situations, coordinating trust administration, tax planning, risk management, retirement plans, and charitable giving in one plan.

Customized, long-term financial planning for families supporting a loved one with a disability, led by Chartered Special Needs Consultants (ChSNC) who coordinate trusts, public benefits eligibility, and care costs.

Professional management of workplace retirement accounts like 401(k)s and 403(b)s, including investment selection and asset allocation, integrated with your broader financial plan.

Plan-led portfolio strategy based on your retirement goals, values, tax situation, and risk profile. 

Designed to help you manage your money more effectively with a focus on education funding, budgeting, cash flow analysis, large purchase funding, benefits analysis, and more.

Create a strategic plan for a viable, predictable, and tax-efficient stream of incomed in retirement through defined contribution/benefit plans, annuities, IRA/Roth sequencing, and RMD planning.

Create a legacy that reflects your passions and provides for your loved ones through wills, trusts, generational transfer, and tax-smart insurance vehicles.

Implement proactive strategies to minimize your tax burden, and keep more of what you earn, through cash flow distribution strategies, asset sale tax planning strategies, and tax-deductible and tax-advantaged strategies. 

Our team helps you prepare for the unexpected by reviewing your current coverage and helping you find the right disability, long-term care, medical, and life insurance coverage.

Annuities offer tax-deferred growth, protection from market volatility, and the potential for guaranteed lifetime income.