We don’t just help you grow wealth — we help you keep it.

At Lidara Advisors, we specialize in retirement and estate planning for high-net-worth individuals and families who want to protect their success, reduce taxes, and pass wealth on wisely.

Unlike traditional financial advisors who only rely on stocks and bonds, we go beyond with a holistic view. Our focus is on preservation and tax efficiency — helping you safeguard what you’ve already built through advanced strategies using life insurance, annuities, trusts, and charitable planning, we:

• Create tax-efficient income

• Shield your estate from erosion

• Ensure your wealth endures for generations

True wealth isn’t just growth — it’s preservation, efficiency, and legacy.