From tax planning to entity creation, we will put you on the path to success!
Strategize. Organize. Globalize.
Our Expertise
Located in Summerlin, we specialize in connecting your tax, business structure, benefit plan, and asset protection into one cohesive plan.
Our Core Expertise is Working With:
- Individuals with a Net-Worth of 10 million or more
- Business Owners (Business Planning)
- Business Owners looking to sell, who have 5 million or more in annual revenue
Our Vision
Our goal is to bring all of the business advisors from legal, tax, insurance, and asset protection together, to develop one coordinated plan to give you the best chance for business and personal financial success and protection.
Most successful business
owners have expertise in their trade, but very little time to be an expert in tax reduction, asset protection, employee benefit plans and business structure.
Our Services Include:
Tax Planning; Estate Planning; Tax Look Back; 401(k); Payroll; Business Creation; Entity Creation; and Strategic Business Coaching
