Owning a business and having significant net gains is very exciting for entrepreneurs, until you see the taxes owed. Suddenly, making a lot of money isn’t as fun. With our national debt being higher than it’s ever been, and income taxes being lower than they’ve ever been, business owners often find themselves in D.C.’s crosshairs. With over $80 billion in additional funding, the IRS is more empowered than ever to find ways of catching business owners trying to keep more than their “fair share.”

For entrepreneurs who own businesses that are netting above $250k/year who are dissatisfied with how much they owe in taxes, we have ways of keeping more of your hard-earned funds in your pocket while reducing your taxable income. Unlike trying to itemize hundreds, if not thousands, of transactions in the hope that some of them may be deductible, and contributing to the traditional retirement accounts, our plans have significantly higher contribution limits, with many more deductible options.

Ask us about how members of our team helped a client go from a net profit of $1.5 million dollars to being taxed on only $300,000 while contributing $1.2 million into an investment account!

With talent being more and more difficult to attract and retain, showing that you genuinely care about your key employees has never been more important. Generally speaking, employee loyalty is at an all-time low. Employers are tasked with the challenge of showing and giving more appreciation to their employees while still maintaining profits sufficient to keep their doors open and food on their table. On-line job listing sites make a swap from one employer to another all too easy.

For employers who are left wondering how to stand out in this market, we have options designed to help attract and retain employees that provide opportunities for you to show them they are watched over and cared for. Unlike “choose-your-own-pizza-toppings” day at the next group meeting, or personally giving charity when your employees hit an unforeseen financial difficulty, our options have a real impact on employee retention while keeping you in control of the cost level to your business.

No employer wants to feel the sting of losing a key employee and having to re-hire and re-train their replacement. When it comes to finding ways to care for your employees, it’s imperative that you learn about and use anything that makes financial sense to your company. Let us help you find ways to achieve this.

When we were just out of high school, there was no way we could have imagined the impact that student loans would have on us. When many students graduate, they are left with a home mortgage sized debt to pay, without the privilege of home ownership. The monthly payments cut deep into our future financial picture.

For professionals who have large balances of federal student loans, who are currently making payments, we have ways whereby you can turn those monthly payments into personal wealth, providing you with a brighter hope for the future.

None of us wanted to give so much of our hard-earned cash to “Uncle Sam.” Rather than paying him interest, learn how to invest in yourself. Ask us about the doctor whose  $2,500/month student loan payment was eliminated; who then rolled $2,000 of that monthly payment into an investment account with a projected growth of over $1 million by the time the student loans would be due!

Not all loans and scenarios qualify for this unique offering. Reach out to us to learn whether or not you qualify.

Real estate investing moves fast. Deals move like bullet trains, racing quickly ahead, stopping only for a brief moment to pick up passengers and then off to the next stop. If you aren’t quick, the next deal can easily slip right on by you. With so much information available to everyone, finding the balance between purchase price, funding, and cash flow has never been trickier.

For real estate investors who are looking for additional ways to raise funding, we offer ways to pull cash from your properties that you can use for your next deal. Unlike, HELOCs, refinances, and other forms of capital liquidation that are subject to credit approval and risks, our methods help you keep more of your cash now, without resorting to loans, freeing it up for your next deal.

Every real estate investor appreciates having more access to cash. They understand the time-value of money, that a dollar today is worth more than a dollar tomorrow. When it comes to finding creative ways to get access to more capital, it pays to learn what options are available and how they can accelerate your plans.

Ask us about an office building valued at $7.8 million from which our team was able to find a way to access $360,000!

Not all properties and situations are eligible for these programs, so reach out to us to see if you qualify for our help.