
Profectus Financial
concerns many business owners must address. High net worth and other wealthy individuals may face Business Owners - by helping them with minimizing income taxes through implementation of sophisticated, time tested and mix of well-diversified and non-correlated investment options. The ideal candidate is someone with

Tax-Man Consulting
industries, as well as high-net-worth individuals, estates, and trusts. Our tax management services include federal and planning and compliance, quarterly estimated payment calculations, business deductions and QBID optimization, income tax minimization planning, transfer and asset protection

Grothe Financial Services PC
and can be difficult to calculate without the help of an accountant. Tax laws vary from state to help you keep track of all of your income and expenses to ensure that everything is reported. A financial advisor can help you make sound investments and grow your money. They can also evaluate

The Tax Plan Group
tax time. The goal of savvy tax planning while preparing your taxes every year is to minimize your taxable net income. A successful tax plan is one that takes into consideration factors such as: expenditures, retirement plans, investment instruments

BBJS Financial Advisors, LLC
investment management, retirement planning, asset management, tax planning, estate planning, diversification analysis, risk tolerance analysis, hedging strategies, tax compliance, net worth calculation, needs analysis, education planning, and

Hawkins Wealth Advisory
high net worth individuals and families achieve financial security. We provide specialized retirement income planning, structuring, and estate tax, disability insurance, accident insurance, travel insurance, and custom investment portfolios to help our clients reach their goals

Hoylecohen Wealth Management
high net worth individuals. Our experienced team provides personalized financial and life planning, robust investment options that aim to produce stable income, reduce risk and maximize return on investment, as well as expertise in addressing tax,