Heath HarrisOutdated wills and missing beneficiaries can cost your family. Learn the key estate planning documents and solutions every family and business owner needs.
Heath HarrisVanguard estimates skilled advisors can add 3%+ in returns per year. Discover what Advisor's Alpha really means—and how Compound Advisory helps clients build, preserve, and compound wealth with a smarter strategy.
Heath HarrisNew Blog Featured in Yahoo Finance: One business owner paid nearly $3 million in taxes after selling his company — even though he had a financial advisor. With proper planning, we could’ve saved him $1.7 million. Learn how to avoid the same mistake. Description
Heath HarrisDiscover how a business owner sold a $50 million company using a tax-efficient ESOP strategy under IRC Section 1042 and potentially saved over $10 million in taxes.