Tax Savings and Asset Protection Strategies for Healthcare and High Income Professionals
Wealth Management
Through a unique in-depth evaluation of your personal and professional finances, goals, and estate plan, we develop a specific plan of implementation that allows you to minimize your taxes, protect your assets, and build lasting wealth, not only for yourself, but for future generations. With unsurpassed expertise in the areas of tax law and asset protection, not only will you legally see a substantial decrease in both personal and business effective tax rates, but you will have the peace of mind that what you are saving is protected.
Individual Retirement Systems
The Individual Retirement System is one of the most powerful investment tools today. By carefully following both IRS and Department of Labor regulations, the Individual Retirement System allows you to structure a qualified self-directed retirement plan. You determine what assets are purchased within the plan, and you maintain 100% investment and checkbook control. That means, whenever you want to make an investment, you make it – no delays, transaction costs, or waiting periods.