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We crunch the numbers while you grow your business
of Business Ownership
Access to CPA network
Assets Under Management
How do I manage my resources?
How do I pay less in taxes as an S Corp Owner?
What type of small business retirement plan should I set up?
How much salary should I pay myself?
Review current tax strategies and apply it to your business
Create an income strategy of salary and s corp dividend bonus
Recommend the best small business plan to maximize your benefit as the owner
Are we a good fit
to meet your needs?
Establishing values,
priorities, and goals
Present the first version
of your financial plan
Review and implement
recommendations
It begins with a plan and ends with a collaborative thinking partner
Family Planning
Job Opportunities
Real Estate Decisions
Asset & Debt Management
Cash flow & Income management
Investment Management
Tax Management
Insurance & Benefits Review
Accumulation & Retirement Planning
Quarterly check ins
Two review meetings every year
Adjust strategies as opportunities arise
Mark was self employed and didn’t know how
to take advantage of that
Reduced tax bill by $45,000
Lowered his financial independence age by 5 years
Saved $22,000 in taxes using a solo 401(k) plan