For small business owners who want more than just revenue — we build financial systems that protect, grow, and transfer your life's work.
Running a business is the hardest thing you'll do. Let's make sure it actually builds the heritage you envisioned — for your family, your employees, and the community you serve.
Most business owners have 70–90% of their net worth tied up in their company — and no plan to get it out. We help you design a transfer strategy that protects your equity whether you sell, pass it to family, or bring in a partner.
What happens to your business if you — or a critical team member — can't work tomorrow? Key person life and disability coverage keeps the lights on, satisfies lenders, and gives your team time to regroup.
Traditional 401(k)s are built for employees, not owners. We build retirement strategies that grow alongside your business and fit the way an owner actually gets paid.
Most financial advisors show up with product brochures. Kyle Ellison shows up with questions — about your operation, your family situation, your exit timeline, and what "winning" actually looks like for you.
Every business owner engagement starts with a plain-language financial review: what you own, what you owe, what's exposed, and what the plan is. No jargon. No upsell pressure.
Kyle is licensed in Texas, California, Nevada, Montana, Utah, and New Mexico, and is affiliated with World Financial Group (WFG).
Schedule a 30-minute partnership session with Kyle. We'll walk through your business situation and map out what a real protection and succession plan looks like for your operation.