Skip to content

Who We Serve​

The go-to, trusted Financial Advocates

Realtors

We dominate in the real estate space when it comes to creative tax strategies. Not only do we understand realtors schedules, how they communicate and the love they have for their clients, we also love real estate for the tax benefits. Realtors work far harder than many people know. We understand realtor language and the hard work that happens behind the scenes. We have built systems that are very hands off for realtors and allows them to continue to give their clients A+ service and focus on what they love the most while knowing their finances are taken care of year-round.

Small Business Owners & Startups

Anyone that has variable income or non-W2 income is an ideal client. We know the stress that comes with owning a business. We want independent contractors to focus on their business and clients and not have to worry about navigating the tax laws and do their own books. If it is not a money generating activity it’s costing them.

1099 Independent Contractors

We shine the brightest with companies that have multiple owners. For us a small business is a company with 10 or less employees. Our companies owners started in their industries working directly with small business owners with gross revenues of $500,000 – $20 Million and have learned to think creatively to bring enterprise tax strategies to the micro business scale.

Individual

  • Life Insurance
  • Disability Insurance
  • Retirement Protection Plus
  • Creative Savings Strategies
  • Unproductive Debt Elimination
  • College Planning
  • Tax Efficiency Analysis
  • Retirement Cash Flow Analysis
  • Infinite Banking / Bank on Yourself
  • Fixed, Indexed & Immediate Annuities
  • Cash Flow Analysis
  • Protection Analysis
  • Legacy Planning
  • Balance Sheet w/ Net Worth Statement

Business

  • Bookkeeping / Payroll
  • Business Plans
  • Life Insurance
  • Key Person Insurances
  • Executive Bonus Plans
  • Business Overhead Expense Insurance
  • Entity Designation Stress Test
  • Buy-Sell Agreement Analysis
  • Buy-Sell Agreement Funding
  • Fixed, Indexed & Immediate Annuities
  • Cash Flow Analysis
  • Protection Analysis
  • Business Exit & Succession Planning
  • Employee Benefits

Your goals are important.
Let us help you achieve your goals.