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I help our clients understand where they are losing money on an everyday basis unknowingly and unnecessary through wealth transfers that are substantial enough and happen often enough that they can have an impact on their ability to save for their future in areas such as: how they choose to structure and pay for their mortgage, how they choose to pay their taxes, how they choose to save for retirement, how they choose to save for higher education, and how they choose to pay for major capital purchases. I believe that all my clients should accumulate wealth off the radar of the IRS and understand how to use the current tax code to their benefit for more efficient wealth accumulation and distribution in retirement. I’m passionate about impacting the lives of families for generations.

Contact John by phone at 701-202-6733 or by email at