Our Focus is Dentists, Physicians and Business Owners
Our Clientele
Our primary focus is working with dentists, physicians and small business owners who are seeking advanced tax strategies, business continuity and estate planning. Most of our clients have net worth of at least one million but we do work on a case by case basis with other small business owners & estate clients that don't meet that threshold for their retirement and estate planning purposes.
We work with a select group of individuals and families and strive to give the best customer experience with the goal of creating legacies that are not burden by the politics and uncertainties of Washington and Wall Street. At FIG, we believe your legacies matter and crafting a game plan that takes care of your family, in essence takes care of ours. FIG, we've got you covered!