It is our goal to provide our clients with effective strategies to increase wealth and reduce taxes. We have established an extensive network of experienced and vetted specialists to help us provide additional expertise. In addition, we welcome the opportunity to work with any existing professional relationships. The results lead to a strategic process that maximizes wealth, protects assets, and reduces taxes.
Our consulting process begins by having a full understanding of our client’s personal and business goals. We accomplish this by a complete review of existing tax structure, strategies, and products that are in place. Once these are examined and we review the client’s short and long-term objectives, we identify positive and negative aspects of the client’s current positions and processes. We then proceed to formulate a proactive strategy that eliminates inefficiencies, reduces insurance and investments costs, and takes full advantage of advanced tax structuring.
- We empower you to maximize your financial potential
- We educate you in a language you understand
- We highlight areas in which you are strong and those that need improvement
- We help you set goals and help hold you accountable.
- We design and help you implement innovative, customized tax strategies that minimize your taxes and your risk of audit
- IRA, SEP, ESOP, Annuity, and Deferred Compensation Accounts
- 401K, Pension, and SEP Roll-Overs
- Employee Benefit and Insurance Policy Coverage, and Cost Evaluation
- Personalized Individual and Business Tax Strategies
- Retirement Planning and Distribution Strategies
- Estate Planning
- Business Succession Planning
- Business Valuation
- Investment Stress Testing