Innovative Financial Solutions


Our mission is to provide financial education that allows our clients to build and protect their wealth. We teach people how to take advantage of sections of the IRS Tax Code that offer unique benefits – the same parts of the tax code that banks, corporations, and wealthy families take advantage of. We do this by helping our clients recover lost taxes, fees, and interest over time.

Why Work with Us

5 Principles of Our Work

If something you thought to be true – turned out not to be true, when would you want to know?… Now

The People

Ethan Dawe and his team are seasoned financial consultants with a diverse and accomplished backgrounds in the financial industry.

The Plan

Our time-tested strategy, utilized by the world’s wealthiest families, banks, and corporations for over two centuries, holds the key to financial success.

The Process

Discover how to eliminate debts while sustaining your existing lifestyle and establish tax-free retirement planning

The Protections

We implement tailored strategies that offer enduring protection for your wealth and assets.


My experience spans from assisting first-year associates to clients aspiring to own private practices and those with well-established veterinary businesses.