Broker Check

Attorneys & CPAs

Proper legal and tax advice is essential. We work and collaborate with industry leaders to benefit their clients, we also assist Attorneys and CPAs in planning for themselves, their firm and practices. Traditionally most professionals in both fields utilize the plans offered through their firm or association(s) yet, are these plans achieving the specific or desired goals you’d like to accomplish or address the personal concerns you have? Our experience is that there are typically unique strategies available for professionals in these fields that can enhance, protect, grow assets, and reduce taxes for optimization of their plan(s).

How do I protect my investments, business, stream of income 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