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Open today | 09:00 am – 05:00 pm |
Evenings are available by appointment.
Contact me to schedule an evening meeting.
In the initial phase, we embark on a comprehensive review of your financial landscape.
During this collaborative session, we sit down to meticulously assess all aspects of your business activities, tax exposures, financial holdings, and assets.
This critical step lays the foundation for understanding your unique circumstances, enabling me to tailor a strategic plan aligned with your specific goals and aspirations.
Moving forward, the second phase involves charting your financial journey using our exclusive
"Wealth Trifecta Diagram."
This powerful visualization encapsulates the three fundamental components of your long-term strategy:
Active Income, Passive Income, and Investments, culminating in the Legacy Trust.
This personalized map serves as a visual guide, ensuring clarity and transparency as we navigate the intricacies of your financial future.
The third step, the Build phase, is where your financial blueprint takes shape. Acting as your dedicated guide, we work collaboratively to construct a robust framework for your financial success.
This encompasses crafting specific tax strategies, developing investment plans, and structuring your overall financial architecture.
Our focus is on building a foundation that not only maximizes your current wealth but also sets the stage for sustainable growth and wealth preservation.
As we transition into the Relax phase, you can rest assured that your financial plan is in expert hands.
Here, you have the freedom to concentrate on revenue generation and asset-building activities, knowing that the optimal plan for wealth preservation is securely in place.
Regular check-ins with me, your dedicated partner, either monthly or quarterly, ensure that you stay on course and capitalize on strategic opportunities. Relax and focus on what matters most to you, and let your financial partner handle the intricacies of maintaining and preserving your wealth.
The certification program is an extensive course in the following subjects with quizzes, tests and a final exam. This is followed by weekly continuing education on these as well as new subjects and collaboration with tax professionals across the country on difficult tax and legal issues facing the professionals as we deal with clients
The certification program is an extensive course in the following subjects with quizzes, tests and a final exam. This is followed by weekly continuing education on these as well as new subjects and collaboration with tax professionals across the country on difficult tax and legal issues facing the professionals as we deal with clients issues.
These modules are:
➢ Financial Basics and Personal Tax Reporting
➢ Entity Selection with Business Structuring and Tax Planning
➢ Small Business Tax Strategies #1 and #2
➢ Real Estate Tax Strategies
➢ Health Care Expenses and Tax Strategies
➢ Retirement Plans and Tax Strategies
➢ Self-Directing Tax Preferred Retirement Accounts
➢ Taxation of Cryptocurrency and the Metaverse
➢ Estate and Legacy Planning
The training prepares me to discuss your personal and business finances. All of this information is put together into a comprehensive plan that graphically shows your current financial position and where you want to go in the next year. It leaves us with action steps to take in order to achieve your next desired level. As you progress on your plan, we expand it to help you continue to move up to your next phase and step by step from there on to your final financial goals
I believe that every client deserves personalized attention and a tailored approach to their financial needs. The tax return is only a part of that process. I take the time to understand each client's unique situation and provide a customized solution that meets their specific goals and needs. I work with the client to develop a lifelong financial plan using tax & legal strategies to accomplish their financial objectives, both short term & long term. My ultimate goal for you is to see you accomplish your goals.
My Services are centered around working with you to develop and achieve your personal and business financial goals. Doing your tax returns is an integral part of this process because your returns are valuable tools that help measure your progress toward those goals. I use advanced tax and legal strategies to mitigate your taxes and create legal protection for you and your assets. We will work together to evaluate your current financial position and what you want to achieve. This will produce a short-term plan with specific steps to take to reach these desired short-term goals and start the journey toward your long-term goals. This planning process continues and expands as it assists you on your journey toward achieving financial security and your business and financial goals.
In Summary: My services include:
* Tax, business, financial advisory services
* Tax return preparation
* Tax Repair - past due and/or amended returns
There are many Highly Valuable Tax Strategies that are time sensitive. Schedule Your Free 30 Minute Consultation