About Us

WHAT WE ARE DOING
We deliver a comprehensive financial & tax solutions for Business Owners & Professionals to significantly reduce taxes, build income for life & provide wealth transfer to their beneficiaries

WHO WE WORK WITH
Profitable Business Owners, Successful Entrepreneurs and High-Income Professionals

HOW ARE PROCESS WORKS
In less time, we unveil vital tax strategies & financial plans that are under-utilized. We operate like an extension of your staff and deliver a level of personalized service unmatched in the industry. We work with our client’s CPA’s and other financial and legal experts to provide a customized hybrid wealth building blueprint that significantly reduces taxes & builds substantial savings to supplement future income and retirement

WHAT MAKES US DIFFERENT
With many years of rich financial, legal & tax heritage, our expertise in designing and managing customized plans has resulted in millions of savings for clients. Our own unique defined benefit plan, DOL
-compliant and approved by the IRS, has helped business owners write off several hundreds of thousands of dollars year after year.


WHAT'S IN IT FOR YOU:
Our clients experience and enjoy:
• A unique and customized tax plan
• A customized system and holistic process
• Increased savings for retirement income
• Significant tax and cost savings and timely review process

WHAT WE HAVE DONE
We have built our reputation on advising our clients on innovative ways to protect, build, and transfer wealth while adhering to the highest standards of ethics and integrity. Over 1,000 clients in the last 17 years has saved hundreds of millions in benefits.

Get To Know Us


Patrick Anderson

Patrick Anderson

President & COO

Licensed Financial & Tax Services Professional
Independent Financial Network Broker
National Producer #16928909

James Dullas

James Dullas

Enrolled Agent, IRS

IRS Enrolled Agent

Licensed Real Estate Broker - DRE #01084079  Insurance Professional - DOI #0H48367

David Miller, ESQ

David Miller, ESQ

Attorney-At-Law

US Tax Court - DC & VA

US Court of Military Appeals * US Court of Appeals - Fourth Circuit & DC