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Asking the right questions

can make all the difference.

Chances are you have clients interested in exploring charitable giving, but a low percentage of professional advisors ask their clients about it. See how Mike Sampson, a professional advisor from Maslon LLP, partnered with us to achieve his clients’ giving goals and deepen his own relationships.

Join Us for a Professional Education Event

Creative Charitable Planning with Non-cash Assets

How would you help a client who wants to donate farmland, mineral rights or a vacation home to their favorite nonprofits? Join guest speaker Bryan Clontz and learn how you can maximize your clients’ deductions through untapped assets such as real estate, privately held C corporations and LLCs.

Retained life estate

Ready to Talk?

Your clients have giving questions. We have answers.

Whether we work in the background or meet directly with you and your client, our expertise, tools and infrastructure can help enhance your client relationships. Call 651.224.5463 or email us at



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