A brief overview of the Section 79 tax code…

The use of charitable planning and gifting as an advanced tax planning strategy.

Understanding the difference between the Institutional and Retail investing models.

What is a Captive Insurance Company and what are its benefits?

Using a Charitable Remainder Trust as an advanced financial planning strategy.

We assist CPAs by exploring options for their clients who own businesses.  One of these options is the selection of a qualified retirement plan for their employees.

What is a Cash Balance Retirement Plan and how can they assist business owners and professionals in achieving their retirement goals?

An advanced tax planning strategy for high income earners and business owners.

How a Fixed Indexed Annuity can be used to grow and protect retirement assets.

The ability to assist your clients in determining the value of their business or other valuable assets.

When utilized properly, life insurance offers far more than just a death benefit.

What is the difference between a Traditional IRA and a Roth IRA?

What are the benefits of converting a Traditional IRA to a Roth IRA?

A brief overview of the types of annuities and the characteristics of each.

Registered Investment Advisors operate under the same fiduciary standard as a CPA.  Learn more in this brief video.

While receiving distributions from Social Security may sound like a simple and easy process, it is not one that should be taken lightly or without proper consultation.  Scenarios can vary significantly and must be fully understood.

Growing and protecting assets through the use of Tactical Portfolio Management.

Understanding the difference between the accumulation phase of income planning and the distribution phase.

What role does a financial advisor play in helping you to orchestrate your future and retirement?

Americans face a mounting number of financial challenges as the population ages.

Our goal is to assist CPA’s in becoming their clients’ Most Trusted Advisor.  But what does that really mean?  Learn more in this brief overview video.