Welcome to Advanced-Tax Reduction Strategies & Financial Planning Rarely Found on Main Street. Our online office brings financial services directly into your home or business, enabling you to more actively participate in your financial & tax management. We focus in helping high income earners & profitable business owners reduce taxes by about 50% almost all the time. We do not compete with their accountants, advisors and/or attorneys as we work with them for the client's benefit, we serve as the back office team.
Having access to the vital financial strategies is essential.
Our site provides you with numerous financial calculators to assist you in budgeting, financial planning, or determining loan payments. Our client newsletter alerts you tax and financial news, while the client resource center provides you with tax tips, videos, and other resources that will allow you to review a plethora of tax and financial topics of interest.
It's important to stay informed. Connect with 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 OUR PROCESS WORK
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 IS IN IT FOR YOU
Our clients experience and enjoy a unique and customized tax plan, a customized system and holistic process, and an increased savings for retirement income as well as significant tax and cost savings in 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.
We know the importance of developing relationships.
Check out what our clients are saying about us.