Acting as the Financial Architect for business owners/real estate entrepreneurs, Heath helps his clients save money and create a lasting legacy utilizing a unique 6-step planning process. He coordinates the collaborative efforts of their 5 key advisors. This typically includes the CPA, attorney, insurance professional, investment professional as well as their CFO to help with the creation of a customized financial plan. His process can potentially help already affluent business owners or real estate entrepreneurs to reduce or eliminate ordinary income, capital gains and/or estate taxes.