
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 a mix of well-diversified and non-correlated investment options. The ideal candidate is someone with

Cruzan & Associates
estate investments. Services include SEP & 401K plans, mutual funds, ETFs, index funds, IRAs, triple net investment properties, 1031 tax-free exchanges, high net-worth investing, financing and refinancing of commercial

Brian Paul Real Estate
Commercial Real Estate Brokerage Firm focused on NNN Investments, 1031 Exchanges and Property Management. We can helpand exchange your existing commercial property without paying taxes. If you have entered the 45 day home builders and commercial developers from 2001 - 2012. 2021 marks his 20th year as a real estate

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

Richard Little - Serenity Wealth Management
on financial planning and advanced wealth and tax strategies. We provide our clients with access to assets and liabilities for advanced net worth tracking. This includes accounts held we offer include: retirement planning, investment management, portfolio management, tax planning, certified financial planner™ CFP®

Serenity Wealth Management
advisor. His focus is on wealth and tax strategies, providing an integrated, holistic view to assets and liabilities. This facilitates accurate net worth tracking, whether the accounts are Wealth Management include retirement planning, investment management, portfolio management, tax planning, and fiduciary services.

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

The WealthTenders
tax efficiencies, cash flow, real estate holdings, net worth, estate planning and individual objectives. We manage investments. Our custodians are Fidelity or Schwab. Tax planning and filing is also available services, including first time home buyers, rentals, investment properties, land, refinances and more. The

Scott Harris Commercial Real Estate
based firm that specializes in single tenant net lease (NNN triple net) retail, office, and warehouse distribution. They of tax-deferred 1031 exchanges. Furthermore, they are experienced with convenience stores and can provide nationwide net lease investment

Wedel Rahill & Associates, CPA
Rahill & Associates, CPA provides tailored tax planning and compliance solutions for include comprehensive tax planning and compliance for multistate businesses, high-net-worth individuals, local companies, and new business ventures. In addition, we provide personalized advice on investments

360 Net Worth
families. 360 Net Worth specializes in drafting wills and trusts, asset protection, alternative investments, retirement planning, insurance, tax planning

Global Tax Advisers
range of clients from different industries, including high net worth individuals, trusts, estates, public companies, venture capital consulting, retirement plans, tax structuring, and company incorporation and setup. We are committed to investing in our people

Hawkins Wealth Advisory
wealth management firm dedicated to helping high net worth individuals and families achieve financial specialized retirement income planning, structuring, and estate tax strategies as well as unique disability insurance, accident insurance, travel insurance, and custom investment portfolios to help our clients reach

IREXA - Financial Services / Wealth Strategies
personalized, tax-efficient investment strategies. Our Strategic Tax Mitigation™ process is designed to optimize taxes for high net worth the impact of different sections of the tax code to maximize savings. Our team ofa deep understanding of the tax code and its implications on investments, allowing us to create

HawsGoodwin Wealth
an RIA that provides financial planning and investment management services to individual and corporate a range of financial topics, including investments, retirement planning, tax strategies, estate planning, and more. ByCPWA-certified advisors, we can provide high-net-worth individuals with insights and solutions

Philip E. Gable, P.C.
provides estate and asset protection planning for high net worth individuals, professionals, and small business owners. Advisory Services (HDVAS) are registered broker-dealer and investment adviser, respectively. They are located at 6333 . In addition, this firm does not provide tax or legal advice. If you wish to

Paul's
with discounts of 30-40%. These investments include flips/holds, tax liens, notes and land that are identifiedviewings and inspections. San Diego County Home Inspections.net, another branch of Paul's LLC, offers energy-efficiency, comfort and market value of the investment.Paul's Air, the Corporate Air Transportation

Levitzacks
audit, review, compilation, domestic and international tax planning, business appraisals, estate and contracting, real estate construction, development and investing, manufacturing, professional services, alternative energy, franchisingbusinesses. They also cater to high-net worth individuals and provide specialized

Vista Wealth Management
the best decisions. We offer: Options for asset/net worth growth and protection Comprehensive planning Disciplined execution of strategies Options to manage tax liabilities Tools to understand the most complex our client's goals as well as the investment management to get them where they want to

ProVision, PLC
We are a new kind of CPA firm for entrepreneurs and investors. Experience has taught us that clients can accelerate their financial progress much faster than conventional wisdom allows. We have innovative strategies for building net worth through a combination of leveraged investment and sophisticated tax management.