About the Business
Introduction:
- We deliver a comprehensive financial & tax solutions for Business Owners & Professionals to significantly reduce taxes.
- Build income for life & provide wealth transfer to their beneficiaries.
- In less time, we unveil vital tax strategies & financial plans that are under-utilized.
- We operate like an extension of your staff and deliver a level of personalized service unmatched in the industry.
Services:
- We work with our client's CPA's and other financial and legal experts to provide a customized hybrid wealth.
- Building blueprint that significantly reduces taxes & builds substantial savings to supplement future income and retirement.
- Our own unique defined benefit plan, DOL-compliant and approved by the IRS.
- Helped business owners write off several hundreds of thousands of dollars year after year.
- A unique and customized tax plan A customized system and holistic process Increased savings.
- Retirement income Significant tax and cost savings and timely review process.
- We have built our reputation on advising our clients on innovative ways to protect, build, and transfer wealth.
- While adhering to the highest standards of ethics and integrity.
Reviews (0)
Click to RatePublisher Info
- (929) 365-7697
- 240 Kent Ave, New York, NY 11249
Opening Time
-
Mon
10:00 AM - 7:00 PM
-
Tue
10:00 AM - 7:00 PM
-
Wed
10:00 AM - 7:00 PM
-
Thu
10:00 AM - 7:00 PM
-
Sat
12:00 PM - 7:00 PM
-
Sun
Closed