Plan for the Safety and Security

of Your Family’s Future

You did it.

You created a business with enough wealth to sustain yourself and your family for years to come.

Now it is time to work with an expert who ensures that your business is protected and that your money goes as far as possible.

Planning for generations to come may include more than you anticipated. 

Are you sure you have:

  • A plan for your business that ensures it runs smoothly (as you cruise into retirement)?
  • A investment strategy that has the possibility highest return.
  • A will that reflects your plans for the future.

We’re not like other companies.

When you work with Kent Gustafson, you’re working directly with me. We aren’t a big agency with layers of junior partners under just a name. You’re going directly to the source, and you’ll have regular, ongoing contact directly with me.

I’m Kent, and I’d love to help your family secure the wealth that you have accumulated for years to come. I work with busy entrepreneurs who have created successful businesses, and are now ready to amplify wealth and pass it to future generations.

You can rest assured that your business is safe with me. I have worked with hundreds of clients over the course of 14 years. Together we have worked with more than 2000 businesses on everything from getting started right to planning well into the future. I know the ups and downs of entrepreneurship. I understand the sweat and toil that goes into creating a long term success.

Let’s work together to preserve it for years to come. 

Our Clients

"Kent asked all the right questions and was thoughtful in his guidance in setting up the business. Now I have a solid foundation and the benefit of his years of expertise on everything from strategic planning to pathways to success."

- Noel

When starting a new business, there are many emotions experienced from anxiousness, to fear, to excitement and without a doubt, Kent was there by our side every step of the way.

- Tina & Jay

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