Our Services

Exit Plans - Business, Real Estate, Crypto, and other appreciated assets 

  • IST - Installment Sale Trust
  • DST - Deleware Statutory Trusts
  • Plans removing the requirement for 1031 Exchange or defer the taxes for as long as you choose
  • Enjoy income on all the money, and leave 2-3x the value to your heirs, tax-deferred as well. Ask us how. 

 

Retirement Plans


    • IRA, Roth IRA, SEP IRA, Simple IRA
    • 401k, 403b, and group plans
    • Profit-Sharing Plans - with Tax Advantages
    • Defined Benefit Plans - With Tax Advantages
    • Business Owner Plans, with tax benefits on contributions as well as distributions


Retirement plans are a focus for many companies today. With the issues of social security and people living longer, many companies are looking to install retirement plans to help them in the future. But;
- Is your company's retirement plan doing what you want it to?
- Is your company's retirement plan restrictive to owners?

These are major issues in designing a company retirement plan so people can benefit from the plan. Furthermore, each company is unique in setup and structure and should have a plan that is designed for their company.


Business Planning

    • Executive Compensation

    • Salary Continuation

    • Key Man Insurance

    • Succession Planning

    • Accounts Receivable Financing

    • Section 79 Plans

 

Business planning encompasses all phases. Whether you are a start-up, in a growth mode, or are a mature company, a business needs to think about the future. Issues like,

    • How do you keep key people?

    • How do you attract quality people to your organization?

    • How do you exit the business?

 

Each can determine if your business reaches its full potential.

Wealth Planning

    • Risk Management

    • Retirement Planning

    • College Planning

    • Tax Planning

    • Estate Planning

    • IST - Installment Sale Trust, and DST - Deleware Statutory Trusts (Removing the Need for 1031 or 1035 Exchange)

 

Are all of your goals reachable?
Are your goals being prioritized based on your desires?

Wealth planning is a way for people to prioritize their goals, monitor them, and achieve them. Having a wealth planning strategy allows individuals to prepare for the future and all of the unexpected events that happen in life.

Insurance

    • Health Insurance

    • Life Insurance

    • Long Term Care

    • Disability Insurance

Is your insurance program protecting all aspects of your life?

Do you understand your insurance program?

Insurances are a way of protecting from life unexpected events. They can protect themselves from death taxes and loss of income, disability, and unforeseen situations. Having protection from these and other events can give a person a relaxing piece of mind knowing that they are protected.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we have a trusted relationship with a group that does.