Our Services

With more wealth, comes more risk. You’ve built this estate now what? How do you better protect your assets? At the Consortium we meet the unique and sometimes complicated needs of clients with a multiplex of solutions to manage, grow and pass on their wealth while protecting their assets and using tax saving strategies.

As we’ve been told, it’s better to build by using other peoples’ dollars. No one likes to pay interest. We can teach you how to pay your self interest, rather than a bank.

Once upon a time, you would start in a company and work there for 40 years, then retire. Today, that’s not the case. Now you are on your own to learn and prepare your retirement planning yourself. Here at The Consortium, we want to be the one to take that daunting task from you, so you can focus on what matters most. By taking your goal and target date we can develop methods that are portable, flexible, and can adapt to your risk tolerance throughout your life.

*We can work with your CPA and or attorney, also provide you to one of our own if need be

Individual planning does not always mean individual planning. There is usually someone who depends or relies on you. What happens if all of a sudden some health reason or accident occurs and you can’t go to work tomorrow? Who will be affected and who will you need to depend on? These are the things we protect you from. We take care of the “what ifs” so you don’t have to rely on others. In addition with our individual planning we help you manifest your dreams into reality with protection, wealth accumulation and conservation with the proper ground work and execution.