We help purpose-driven entrepreneurs
BUILD A LEGACY
through strategic tax and business planning.
Protego Value Trifecta
Personal Autonomy
Gain back your time and resources.
Business Value
Keep cash in your business.
Investment Wealth
Grow your assets.
We have been in the trenches in our business and have seen our way out.
We have worked with over 1000 clients and can see the root cause these perpetual problems.
We offer a complementary business review to determine if we’re a good fit.
Discovery
Together we will develop strategic plans with your legacy in mind and reverse engineer all the way back to the most important thing for you to do today
Build the Lattice
Powerful legacies are not accidental.
They are designed.
Realize the Dream
At Protego Advisers we know that you want to be a legacy entrepreneur.
In order to do that, you need to take the right steps today to reach your long term goals.
The problem is the daily grind of customers, vendors, and employee needs are full of urgent but not important tasks. Which makes you feel complacent, stuck on the proverbial hamster wheel, and frustrated that you’re not making progress on those goals.
We believe with proper foresight and planning, this does not need to happen.
And we understand the frustration. We have made some big mistakes. Which is why we know just what it takes to operate differently. We have seen the root cause of these problems in over 1000 different businesses and we have developed the lattice framework to solve it. We will work with you to create, implement, monitor, and strategize your own lattice framework legacy plan. All you have to do is book a call today to take your first step away from living your life as a hustle hamster and become a legacy entrepreneur.