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You don't follow the crowd - you create your own path. You think bigger, dream bolder, and push beyond limits. Your time is precious, your ambitions are limitless, and your financial strategy should reflect that. 

At Unicorn Wealth Solutions, we specialize in extraordinary planning for extraordinary people. Our clients are innovators, visionaries, and trailblazers - leaders in their industries and lives. They don't settle for the status quo; they crave clarity, connection, and a strategy as dynamic as they are. 

That's where we come in. We design bold, customized financial plans that free you to focus on what matters most - your impact, your legacy, your next big move. 

Unicorns aren't just our clients. 

They're our partners. They're our purpose. THEY'RE US. 

One-Of-A-Kind Planning for One-Of-A-Kind People

 

Fee-For-Advice Planning: Your Goals, Your Plan, Your Future

At Unicorn Wealth Solutions, our commitment is to you - not commissions or product sales. As a fee-for-advice financial planner, I'm compensated for the time, expertise, and strategy that go into crafting a financial plan that's as unique as you are. 

This means your goals, priorities, and vision always come first. But planning is just the beginning. I don't give advice - I help you implement it, using innovative investment and insurance solutions designed to turn your biggest ambitions into reality.

Let's build a strategy that moves your forward. 

Strategic Planning for Business Owners

Your business isn't just what you do - it's a reflection of your vision, values, and the impact you want to make. We take an integrated approach to financial planning ensuring your business and personal goals work together seamlessly.

With deep expertise in business owner planning, we help you: 

✔ Assess and Manage Risk

✔ Optimize Employee Benefits

✔ Enchance Your Compensation Strategy

✔ Plan Your Legacy

No matter where you are in your business journey, we'll help you make informed decisions that support your long-term vision. 

Elevate Your Financial Knowledge