ID & LEGAL PROTECTION

PATTI J. STOLTZ INDIVIDUAL & GROUP BENEFIT SPECIALIST Anyone can be preyed upon by unscrupulous individuals/hackers.  Patti Stoltz is a seasoned resource and partner to help protect your identity beyond financial guards.  ID Shield provides identity protection way...

Resource Royalty

Resource Royalty The most exciting real estate in the country is beneath the surface. Unleveraged / zero-debt cash flow, tax advantaged distributions, no-expense drilling wells, and no operating costs to mineral...

real estate exit

Real Estate and Investment Property Exit Planning Anyone who has been in the position of having to sell real estate that you earned a profit from knows that this means one thing: a tax headache. If the proper conditions are met, you may qualify for a 1031 exchange....

Custom Investment Management

Customized Investment Management Clear Direction Investments, along with Stonebridge Capital Advisors, provides tailored portfolio management services to high net worth individuals and households, including tax sensitive investing not available through mutual funds....

College Advising

College Advising Campus Advisers has been a leader in the field of college planning since 2001, having served thousands of families to recognize and afford the best college match.  Although the company was founded by Randy Stoltz, it is led by partner Lisa Hullinger....