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Our firm is unique because we always put our client’s needs first. That may seem like an obvious statement, but as we’ve found out when reviewing several new client’s previous advice, many times the advice advisors give is what’s best for them and not their clients.
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About
MENU
Main Menu
About Us
Why Choose Us
Timeline
FOUNDER

OUR FIRM
Our firm is unique because we always put our client’s needs first. That may seem like an obvious statement, but as we’ve found out when reviewing several new client’s previous advice, many times the advice advisors give is what’s best for them and not their clients.
DOCTOR'S GUIDEBOOK
Asset Protection
Main Menu
AP Introduction
Asset Protection Review
Is a Lawsuit Lying in Wait
Main Menu
Negligence Lawsuits
Domestic Strategies
Offshore AP Structures
Main Menu
Stock Market Protection
Do You need an AP Checkup?
Main Menu
AP Introduction
Asset Protection Review
Is a Lawsuit Lying in Wait
Negligence Lawsuits
Domestic Strategies
Offshore AP Structures
Stock Market Protection
Do You need an AP Checkup?
Tax
Main Menu
Tax Planning Introduction
401K Plans
Roth 401K Plans
Profit Sharing Plans
Defined Benefit Plans
412(e)3 Defined Benefit Plans
Cash Balance Plans
401(h) Plans
Closely-Held Insurance Company (CIC)
Section 79 Plans
Creative Health Care Deductions
Tax-Deductibe LTC
Tax-Favorable Charitable Planning

Main Menu
Tax Planning Introduction
401K Plans
Roth 401K Plans
Profit Sharing Plans
Defined Benefit Plans
Main Menu
412(e)3 Defined Benefit Plans
Cash Balance Plans
401(h) Plans
Closely-Held Insurance Company (CIC)
Main Menu
Section 79 Plans
Creative Health Care Deductions
Tax-Deductibe LTC
Tax-Favorable Charitable Planning
Financial
Main Menu
FP Introduction
Predicting the Future
Retiring Without Risk
Equity Harvesting
Retirement Life
Main Menu
Home Equity Acceleration Plan
Fixed Indexed Annuities
Roth IRA Conversions
7% Guaranteed Return with Lifetime Income
Main Menu
FP Introduction
Predicting the Future
Retiring Without Risk
Home Equity Acceleration Plan
Fixed Indexed Annuities
Roth IRA Conversions
Equity Harvesting
Retirement Life
7% Guaranteed Return with Lifetime Income
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