Protect Your Legacy.

Provide for Your Family.

Preserve Your Business.

Comprehensive business and estate planning for Christian business owners who want their life’s work to last for generations.

Start Your Legacy

Building a business takes grit, sacrifice, and a whole lot of heart. But making sure it keeps going without you? That’s where most families struggle.

When there’s no plan in place, things can unravel quickly:

✓ Employees aren’t sure who’s in charge.

✓ Loved ones are left sorting through scattered paperwork.

✓ Years of hard work can be lost to taxes, lawsuits, or family conflict.

You’ve worked too hard to let that happen.

That’s why I use a clear, five-pillar framework that
covers every area of legacy planning.
Together, we’ll:

Protect the First 90 Days

Create a continuity plan so your business stays steady in a crisis.

Get Your Estate in Order

Organize documents, update plans, and make sure your wishes are crystal clear.

Minimize Taxes

Build strategies to preserve more of what you’ve earned.

Plan for Succession

Smoothly hand off leadership when the time is right.

Shield Your Assets

Protect your business and family wealth from risk.

You don’t have to figure this out alone—I’ll guide you through it step by step.

See How It Works

With years of experience guiding business owners through complex transitions, we’ve seen the difference a thoughtful plan makes.

I help entrepreneurs, family businesses, and high-net-worth individuals bring order and clarity to even the most complicated situations. You don’t need to navigate this alone—together, we’ll create a plan that reflects your values and serves generations to come.

Meet Neal

Your Legacy Deserves a Plan

Whether you’re ready for a full legacy plan or just need to address your most urgent concerns, the first step is a conversation.

Schedule a Consultation

“For I know the plans I have for you, declares the Lord, plans to prosper you and not to harm you, plans to give you a hope and a future.”

Jeremiah 29:11

Faith and family are at the center of everything we do. Your business isn’t just a financial asset—it’s part of the story God is writing through your life. We help ensure that story continues well beyond you.