Build a legacy
Wealth Planning for Business Owners
Taking care of you and your business.
Your business success should translate into personal financial freedom. We help you create a plan that supports both.
Our Focus Areas:
Tax-Efficient Wealth Strategies
Keep more of what you earn and ensure your finances work for you.
Retirement Planning
Have confidence that ownership transitions will happen smoothly and fairly.
Estate & Legacy Planning
Protect what you’ve built and create a meaningful impact for future generations.
Seven Elements is not your typical advisor but gifted to blend conventional, alternative and contrarian thinking. So after 42 years in the business world, we’ve found an advisory partner that gets it.
– Dan
Who We Serve
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