Broker Check

Attorneys & CPAs

Proper legal and tax advice is crucial, not only do we collaborate with industry leaders for the benefit of our clients but we also assist Attorneys and CPAs in planning for themselves and their practices. Traditionally most professionals in both fields utilize the plans offered through their firm or association(s) but are these plans achieving the desired goals you’d like to accomplish or address the concerns you have? We’ve found that there are typically additional strategies available for professionals in these fields that can enhance, protect, and reduce taxes for optimization of their plan(s).

How do I protect my investments, business, stream of incomem and business overhead expenses?

How do I efficiently grow my investments, cashflow, and income, so I can later perpetuate my wealth and legacy?

Am I obtaining the highest level of advanced tax deductions for my practice, my clients, and/or myself?

Adding Value for Attorneys & CPA/Accounting Professionals

  • Client Collaboration & Referrals
  • Growth & Investment Planning
  • Trusts and Estate Planning
  • Asset, Income and Business Protection Strategies
  • High Limits Disability & Overhead Expense
  • Business Optimization Strategies
  • Enhanced Tax Reduction Strategies
  • Premium Financing and Advanced Planning
  • Establish a Solid Financial Roadmap & Foundation
  • Succession, Legacy, Planning & Wealth Transfer
  • Retirement Planning, Defined Benefit, & Pension Programs