Targeted Financial Solutions

Wealth Preservation and Growth

Our expertise serves as a valuable extension to your existing operational methods, tactics, and strategies. In today’s ever-changing business landscape, navigating the intricacies of finance and tax laws has become increasingly challenging, making wealth preservation and growth more elusive. We tailor our services to meet the specific needs of individuals and small-to-middle market businesses, providing targeted solutions that not only safeguard your assets but also facilitate their growth. Asset protection strategies are important to you and to us.

Service Areas for Individuals

Asset Protection
Integrated Income Tax Planning
Estate Planning
Charitable Giving Techniques
Business Succession and Continuity Planning
Business Transaction Planning and Implementation
Design Buy-Sell Agreements and their Funding
Family Business Transfers Between Generations
Business Management
Representation Before Regulatory Authorities Including the IRS

Service Areas for Business

Asset Protection
Integrated Income Tax Planning
Choice of Legal Forms of Entities
Qualified Plan Strategies by Entity
Transaction Planning
Using C Corporations to Accomplish Tax-Free Exit
Collaborate, Consult, Confide with Trusted Advisor Team
Multi-State Strategies
Negotiate and Structure Advice for Debt/Equity Financing, Acquisitions and Dissolutions
Economic Analysis to Identify Financial Issues and Operating Strengths and Weaknesses
Preparation of Formal and Informal Business Plans
Management Consulting
Representation before Regulatory Authorities including the IRS

We work to build close relationships with each client, allowing us to tailor strategies that best suit their unique business and personal needs. Unlike larger firms that offer one-size-fits-all solutions, we work directly with you to ensure that your specific goals are met. Reach out to us today for a free consultation

Case Study

Maximizing Profitability and Minimizing Taxes Through the Creation of Multiple Entities