Wealth Planning


Discover the Tax-Saving Secrets and Investment Strategies of the Most Successful Affluent Families


We provide educational events that focus on how to build wealth while also managing future tax risk.

Our expertise is centered on being one of five firms nationwide that specialize in this unique tax niche.


We will help you to discover the following:

  • Learn new wealth Creation Strategies of the Affluent
  • Understand how to use leveraged dollars to potentially create a large private Tax-Free Retirement Plan
  • How Business Owners could recover large tax over payments while also insuring business risks not available through conventional insurance
  • Learn new strategies for significant Estate Planning benefits
  • See how High Income Earning Professionals use Pension Plans to reduce taxes
  • Understand the Major Risks to businesses and how to create a Succession Plan
  • Learn all the Tax benefits of IRS section 831(B)
  • And more!