History
Our business was spawned out of necessity to become experts in tax strategy and estate planning through another business we were running as we grew so quickly, so we began helping friends, existing business clients and family first, but later expanded to take on new clients.
Specialties
Founded in 1984, we have helped and educated more than 4,100 families achieve their planning goals. We help clients with income above 300,000 reduce their income taxes by at least $100,000. We have helped more than 1000 Doctors, Dentists, and business owners create customized plans that generate income tax deductions of $100,000 - $500,000+ using methods that are 100% IRS approved.