Expertly Crafted. Creatively Diversified.

A suite of tax-focused companies providing the following financial services:

Investments

  • Comprehensive Financial Planning

  • Investment Advisory and Traditional Retirement Planning Services

Self-Directed Retirement Plans

  • Self-Directed Solo 401K Plan Providers

Insurance

  • Life and Disability Income Insurance

  • Property & Casualty Insurance – Personal and Commercial

  • Health Insurance

  • Annuities

Affiliates & Related Parties

  • Accounting and Tax Services (Hodgson & Nash CPAs and Tucker Fornale & Associates)

  • 1031 Exchange Services (Above & Below 1031)

  • Commodity Futures & Options (Lake Front Futures & Options and aiSource)

  • Residential Mortgage Lending (NXT Mortgage)