About

Hello, thank you for visiting my website. I started my company so that I could help people like you and me be assured that we wouldn’t suffer the losses to our retirement accounts and assets due to downturns of the market that most of us unfortunately have already experienced before. To know that the gains we have earned will be locked in and not be clawed back. To be able to create guaranteed streams of income that would last the rest of our lives. There’s more planning as well, but that’s the foundation, providing safe, secure financial products & strategies. 20+ years of helping small business owners, retirees and high net worth individuals reduce their taxes and increase their net incomes without taking on more risk through advanced tax reduction and planning strategies. We work together with Attorneys and CPAs either yours, ours or a combination to design and implement comprehensive solutions for your most challenging and complex business matters. Tax Reduction, Minimizing Risk and Lowering Expenses. PLANNING OPPORTUNITIES : Funding Buy / Sell Agreements, Key Man Insurance, Premium Finance, Assets Under Management Review, Cost Segregation, Business Financing, Asset Valuation, Life Insurance Review, Employee Benefits Review, Qualified Plans ( 401k, IRA, SEP, 403b, 457b, Defined Benefit, Defined Contribution) Rollovers, Cost Remediation, Business Exit / Succession Planning, Captive Insurance Company Review, Annuities, Real Estate, 1031 Exchange and Estate Planning, Living Trusts.