Our Services

Wealth Building Strategies:

• Finding hidden assets

• Potentially increasing income

• Real estate investor strategies

• Business owner strategies

• Marketing strategies

• Risk reduction offset strategies

• Year end strategic tax planning*

* Coordinated with your tax advisor & attorney

Wealth Preservation Strategies:

• Wealth transfer to the next generation

• Exit strategies

• Charitable & legacy planning

• Asset protection planning*

• Reduced estate tax planning*

• 1031 alternatives & 1031 exchanges*

* Coordinated with your tax advisor & attorney

Asset Allocation Strategies:

• Alternative Investments

• Cash Flow Assets

• How to guarantee & insure income for life (guarantee rely on the claims-paying ability of the annuity-issuing company)

• Is your portfolio tax efficient?

• How much should you convert to a ROTH IRA?

• Potentially withdraw income from your IRA before age 59 1/2 without penalty (this strategy can have negative consequences down the road is not suitable for everyone; be sure to consult with your financial and tax advisors)

Real Estate Strategies:

• Strategies designed to potentially increase your cash flow in investment properties

• Utilizing professional real estate investor status

• Asset protection strategies designed to potentially preserve your real estate

• Alternatives to a 1031 exchange

• The uses & drawbacks of 1031 deferred exchanges

• How to use tax exempt trusts when selling real estate

• DST's (Delaware Statutory Trusts)

Business Owner Strategies:

• Strategies designed to potentially increase your bottom line and cash flow

• Determining the legal entity that suits your business or profession*

• How to contribute up to 80% of an owner's income into a pension plan

• ROTH 401(k) plan & tax free retirement distribution

• Exit strategies for selling your business that are designed to reduce income and capital gains tax*

• Self-directing your own retirement plan

* Coordinated with your tax advisor & attorney