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Book Online
Financial Planning
VFO Services
Overview
Wealth Management
Tax Planning
Legal Services
Risk Mitigation
Business Advisory
Planning Process
Overview
Proactive Planning Platform
Virtual Family Office
Client Information Questionnaire (CIQ)
CIQ (Business Only)
Team
Advisory Services Team
Proactive Planning Team
Virtual Family Office
Events
Contact
Upcoming Events
Beta Theta Pi Scholarship Fund Golf Tournament
Friday, October 20th
12:00am
-
4:00am CDT
Happy Thanksgiving II
Thursday, November 23rd | 5:14pm CST
Merry Christmas II
Monday, December 25th | 6:00am CST
Past Events
Maximizing Advanced Tax Planning
Wednesday, August 16th
12:00am
-
2:00am CDT
Enhance Your Business - Business Owner Benefit Plans and Employee Retention Plans
Wednesday, August 2nd
11:00am
-
1:00pm CDT
Money Hill Golf Outing
Monday, June 26th | 9:00am CDT
Happy Father's Day
Sunday, June 18th | 4:00pm CDT
The Legacy-IRA
Friday, June 9th | 10:00am CDT
Outsourced CFO Services – Why You Need Them
Wednesday, June 7th
11:00am
-
12:00pm CDT
Happy Memorial Day!
Monday, May 29th | 5:08pm CDT
Happy Cinco de Mayo!
Friday, May 5th | 9:00am CDT
Understanding Tax Credit Strategies
Wednesday, May 3rd
11:00am
-
12:00pm CDT
Charitable Gift Financing
Thursday, February 2nd
11:00am
-
12:00pm CST
Successful Business Owner Paying Too Much In Taxes
Monday, January 16th | 12:00am CST
Happy Martin Luther King Jr. Day!
Sunday, January 15th | 8:15pm CST
Happy New Year II
Sunday, January 1st | 9:13am CST
Merry Christmas
Thursday, December 22, 2022 | 11:00am CST
1 Year to a Better Business
Thursday, December 15, 2022 | 12:00am CST
Happy Thanksgiving
Thursday, November 24, 2022 | 10:12am CST
We're Thinking of You: Will You Give Us A Review?
Monday, November 21, 2022 | 12:00am CST
Happy Veterans Day
Friday, November 11, 2022 | 9:09am CST
First Annual Beta Theta Pi Scholarship Golf Tournament
Friday, October 21, 2022
8:30am
-
2:30pm EDT
Happy Columbus Day!
Monday, October 10, 2022 | 5:34am CDT
Happy Labor Day
Sunday, September 4, 2022 | 1:00pm CDT
The Appeal of the Virtual Family Office
Thursday, September 1, 2022 | 6:00am CDT
The Virtual Family Office Client Experience
Wednesday, August 31, 2022 | 6:16am CDT
Happy Independence Day
Sunday, July 3, 2022 | 7:00pm CDT
Happy President's Day!
Monday, February 21, 2022 | 5:40am CST
Happy New Year
Friday, December 31, 2021 | 9:00pm CST
Merry Christmas
Saturday, December 25, 2021 | 11:00am CST
Happy Small Business Saturday-Buy Local
Saturday, November 27, 2021 | 10:00am CST
Happy Thanksgiving
Thursday, November 25, 2021 | 3:00pm CST
Happy Veterans Day
Thursday, November 11, 2021 | 6:15am CST
30 Days of Gratitude
Wednesday, November 3, 2021 | 9:10am CDT
Happy Halloween!
Saturday, October 30, 2021 | 9:00am CDT
Maximizing Advanced Tax Planning
Wednesday, September 15, 2021
4:30pm
-
5:00pm CDT