We are not tax advisors nor CPAs; we are financial consultants with over 300+ years of combined experience. Being financial consultants allows us to oversee your entire wealth protection strategy for both the short and long term, rather than just focusing on deductions or loopholes.

No. Unlike regular tax advisory firms, tax strategists or enrolled agents that charge tens of thousands of dollars to enter their "programs," we implement your strategy at no cost to you.

Our financial consultants are compensated directly by the wealth and insurance companies where your money is invested, aligning their incentives with your financial success.

Yes, we have financial consultants in all 50 U.S. states and all 10 provinces and 3 territories in Canada. Once you apply and qualify, you'll be assigned a consultant for your free consultation based on availability in your area.

Our strategies have helped high-income earners reduce their tax burden by tens or even hundreds of thousands annually, depending on the client’s unique situation. Generally, the more taxes you currently pay, the more you can save through the righ tax-sheltered investment vehicle.

Absolutely. Our strategies leverage IRS-approved tax-sheltered investment vehicles, ensuring legal compliance while maximizing tax savings.

If you’re a business owner or high-earning professional paying at least $35,000+ annually, you will qualify for our tax-sheltered investment strategies. Apply for a free consultation to find out more.