A collaborative team of experienced practitioners with a reputation as practical problem solvers in the area of taxes, accounting, estate planning, asset protection, business succession and financial management.

Our reputation is built on integrity and professionalism, specializing in designing plans to meet the ever changing landscape of tax laws, succession planning, estate planning, and financial planning. 

We have over 75 years of combined experience in helping companies and individuals achieve the independence they desire for themselves and their families' peace of mind.

3M develops a plan consistent with your dreams, goals and desires.  Working with your existing team of professionals, we provide a consultant basis, business succession planning, financial solutions, asset base protection and innovative approaches in dealing with taxes, family legacy planning, business exit strategies, foundations, and charities.

3M acts as the "team leader" in the exploration, design and implementation of tax, financial and legacy plans for individuals and families together with business succession plans for key employees buy outs, family buy outs, and retiring owners.

3M provides advice and innovative strategies to reduce, or in some cases eliminate taxes ethically and legally.  Make your assets work as hard for you as you do for them through implementing confidential asset protection strategies.