About Us
We take a holistic, collaborative approach to helping you achieve your goals. We help clarify your plan. We help execute your plan. We understand the challenges of what lies ahead and we look forward to being your trusted advisor.
Our Mission
Our mission is to protect your legacy. This is our purpose, our calling. We are humbled by the many opportunities we have had to help businesses thrive.
Our Values
We believe that life is precious and every person is valuable in the eyes of God. As such, we have an obligation to provide for our successors in a proactive, responsible manner.
The Tamarisk Tree
The tamarisk is a valued desert tree. It not only provides shade but releases cool moisture, like a natural air conditioner. It also is a very slow-growing tree, taking up to 80 years to grow to full maturity. A person planting a tamarisk tree will only do so for the benefit of their future generations. It is a legacy tree.
The tamarisk tree is mentioned in the Book of Genesis, when God promises Abraham that his offspring would be so numerous they would be unable to be counted. Genesis 21:33 says, “Abraham planted a tamarisk tree in Beersheba, and there he called on the name of the Lord, the Eternal God.” Abraham planted the tree as a legacy for future generations.
Just like Abraham, your legacy will be planted when your succession plan is well-prepared and in place.
