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Custom Tax Strategies, For High-Income & High-Net Worth Individuals.

Rustic Beach Path

We are the advisor's #1 resource for custom tax strategies for their high-income and high-net-worth business-owner clients.  

We Work With Advisors To Help Their High- Net Worth & High-Income Business Owner Clients Reduce Their Income & Estate Taxes

Our unique approach focuses on reducing your client's tax bill today and ​in the future.  

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Unparalleled Expertise.

Our vast knowledge of business taxation and 27 years of consulting experience has earned us the reputation of being the industry leaders in Modern Qualified Plan Custom Tax Strategies.

 Custom Tax Strategies.

Our team of Advanced Tax Strategy Specialists, Retirement Advisers & Enrolled Actuaries know how to design, administer, and illustrate the best tax strategies on the market. 

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Simple Communication.

We are committed to taking a complicated tax design strategy and making it simple and easy to understand.  Our Executive Concierge Team is dedicated to making sure you have a elevated experience.

Retirement Tax
Minimization Strategy
TM

Focuses on reducing income and estate tax on accumulated qualified plan assets by efficiently repositioning assets that are subject to ongoing taxation.  

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Modern Qualified PlansTM

Cash Balance Plans can be a great tool to help business owners reduce their tax bill.

Working With
Us Is Easy.

We would love the opportunity to work with you.  Our Executive Concierge Team is available to answer any of your questions.  We appeciate the opportunity to work with you.   
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