We make a point to establish valuable relationships, so that we can be better positioned to understand your goals and objectives.
Our services include both accounting and financial services to add value in the area of business consulting and as a financial services professional.
After careful understanding of your business or information – we are able to help position you into the process and to understanding the next steps.
The reason for working with me and my team is that we can help solve your financial concerns through careful analysis, research, compliance, and planning.
Areas of specialization:
Specialized Tax Incentives
Expense Reduction Savings
• Wealth Transfer: Transfer massive amounts of wealth to your heirs, charity, school or foundation utilizing the most powerful and cost effective manner while guaranteeing the results
• Estate Plan: Engage in estate planning utilizing the benefits of your business to accomplish the most cost effective ILIT in existence
• Qualified Plan Rescue: By redirecting participating funds, the opportunity exists to generate a structure that results in tax free distributions that may be applied against taxes due on distributions out of a qualified plan
• Business Exit Planning: With the ability of the front loading to be assumed, it may provide massive benefit to the business seller and buyer at sale
• Key-man & Buy/Sell: With the insurance contained within the structure, it can be used as a wealth accumulation medium and address insurance needs simultaneously