Nick Richards
Strategic Philanthropy: Maximizing Your Impact and Your Legacy
Giving smarter creates a lasting impact.
We leverage your wealth to help achieve your specific goals: Maximize tax deductions, secure a family legacy, or fund annual giving. The goal determines the vehicle (DAFs, Trusts, Foundations).
Cash Flow is King
Accumulation:
We prioritize increasing cash flow first, then asset growth. This works to help avoid the high-risk chasing of returns that comes from saving last. We automate your budget so you never stress about saving enough.
Distribution:
We focus on helping increase your assets' cash flow while minimizing risk and prolonging your portfolio. We create multiple, reliable income streams so you enjoy the money you worked hard to accumulate.
Strategic Planning for Business Owners
Every business owner will exit—planned or unplanned.
Most businesses dissolve without being sold, and many that are sold fail to provide sufficient retirement funds. We develop a proactive exit strategy to help ensure your personal wealth grows alongside your business. Stop devaluing your business with needless tax write-offs.
The Plan:
- Protect your business.
- Grow your business.
- Exit your business.