History
Our business plan has remained the same and changed only by the addition of new services that are non-traditional in nature. Our business is heavily influenced by the IRS Tax Code and its many benefits to individuals and corporations.
Specialties
We are a boutique Financial Services organization that specializes in the Redirection of Tax Dollars. We do Cost Segregation Studies, Foundation Planning, Insurance, Equities, Annuities, Establishment of Captive Insurance Companies, Estate Planning and Wealth Preservation, Life Settlements, CE for Real Estate Agents and brokers.