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About Us

OUR TEAM OF PROFESSIONALS ARE POISED TO SERVE YOU

I AM WILLING TO INVEST THE TIME TO ESTABLISH A RELATIONSHIP WITH YOU!

WE WILL DISCUSS YOUR GOALS AND NEEDS, AND TOGETHER, DETERMINE THE BEST SOLUTION(S).

SERVING INDIVIDUALS AND FAMILIES AND BUSINESS ENTITIES

OUR MULTI-DISCIPLINARIAN TEAM OF PROFESSIONALS

HAVE WORKED TOGETHER IN EXCESS OF 30 YEARS

CPAs & TAX ATTORNEYS

PARALEGALS

INSURANCE BROKERS

ACTUARIES

CERTIFIED FINANCIAL PLANNERS

REGISTERED ADVISORS

COMMERCIAL BROKERS

RESIDENTIAL BROKERS

NOTARY PUBLIC

ALL WORKING TOGETHER FOR YOUR BENEFIT

ACCOUNTING & TAXES

INSURANCES

FINANCIAL PLANNING & PLANS

ESTATE PLANNING

RETIREMENT PLANNING & PLANS

PROTECTION FROM PROBATE

REVOCABLE LIVING TRUSTS - PAPER & DIGITAL VERSIONS

SSI PROTECTION FOR SPECIAL NEEDS CHILDREN

UNIVERSAL GUARDIAN TRUST & GUIDE

COMMERCIAL MORTGAGE LENDERS

EMPLOYER & FULL HR RESOURCES

INCLUDING

STAFFING & RECRUITING

MAY ALL OF YOUR ENDEAVORS

SUCCESSFUL AND PROSPEROUS

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TIME IS OF THE ESSENCE

ADDRESSING YOUR CONCERNS

IS OUR FOCUS

DO YOU HAVE CONCERNS YOU WOULD LIKE TO ADDRESSS?

WILL YOU GRANT US THE OPPORTUNITY TO PERSONALLY BECOME ACQUAINTED WITH YOU, GET TO KNOW YOU, AND ADDRESS YOUR CONCERNS?

OUR TEAM OF PROFESSIONALS WOULD LOVE THE OPPORTUNITY TO GET TO KNOW YOU AND DISCUSSS YOUR CONCERNS AND TOGETHER, WITH YOU, DETERMINE THE BEST SOLUTIONS.

TO BETTER SERVE OUR CLIENTS, WE ARE AVAILABLE EVENINGS AND WEEKENDS.

WE CAN ACCOMODATE ALL U.S.A. TIME ZONES

WE ENCOURAGE YOU

TO CHECK THE BOX ON THE CONTACT FORM

TO RECEIVE

COMPLEMENTARY NEWSLETTERS, BLOGS,.& VARIOUS

BUSINESS ENTITIES

FORMATIONS ACQUISITIONS SALES CESSATIONS SUCCESSION PLANNING

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PENSION & RETIREMENT PLANNING

LONG TERM CARE INSURANCE

BE PREPARED - LIFE HAPPENS

Unplanned Catastrophic Emergency

Permanent Disability

Senior Living Planning

BUSINESS ENTITIES

Employer Sponsored & Individuals

Qualified & Non-Qualified Plans

Contribution Plans

INDIVIDUAL & FAMILY

FINANCIAL CHECKUP

PROPER PLANNING TO REACH YOUR FINANCIAL GOALS

OUR TEAM OF PROFESSIONALS

WILL GUIDE YOU THRU THE FINANCIAL PLANNING

RETIRMENT PLANNING PROCESS

DON'T OUTLIVE YOUR MONEY

START NOW

TAKE CONTROL OF YOUR FINANCIAL FUTURE

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FINANCIAL PLANNING & WEALTH MANAGEMENT

FINANCIAL PLANNING

WEALTH ACCUMULATION & PRESERVATION

Individuals & Families

Estates

Business Entities

Legacy Planning

Fiduciary Services

Portfolio Creation & Management

Lottery & Lotto Winnings

(DON'T MAKE THAT CLAIM UNTIL YOU CALL US)

Avoid the Pitfalls of Wealthy Today/Broke Tomorrow

Avoid the Predators Who Will Assuredly Come Calling

Estate Planning

Living Trusts

Revocable & Non-Revocable

Charitable Remainder Trusts

and More

Pre-Nuptial & Post-Nuptial Agreements

We invite you to attend

THE WEALTHY BY DESIGN

Seminar

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EMPLOYER SERVICES

Payroll Services Including Workers Compensation Audits & More .

Unraveling The New Independent Contractor Labor Laws

ATTRACT & RETAIN EMPLOYEES

HUMAN RESOURCES (HR) AFFILIATE PROGRAMS AVAILABLE

AFFORDABLE ACCESS TO BENEFIT PROGRAMS NOW FEASIBLE FOR SMALL & MID-SIZED EMPLOYERS

PROVIDING COMPLETE HR SERVICES - STAY COMPLIANT AT ALL TIMES - FOCUS ON YOUR BUSINESS OPERATIONS

LET THE SPECIALISTS MANAGE YOUR HR NEEDS - CUSTOMIZED FOR YOUR BUSINESS

STAFFING & RECRUITING RESOURCES

PROVIDING EMPLOYERS WITH THE RIGHT CANDIDATE FOR THE JOB OR CAREER

TEMPORARY - SEASONAL - PART[-TIME & - FULL-TIME

COMPLETE OUTSOURCING ALSO AVAILABLLE

MANY OPTIONS AVAILABLE CUSTOM DESIGNED TO FEASIBLY FIT YOUR NEEDS

WE WILL HELP YOU MAKE THE BEST DECISIONS

WE WILL BE HERE FOR & WITH YOU AS YOUR NEEDS CHANGE

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FINANCIAL RESOURCES

COMMERICAL BROKERS & LENDERS

Working Capital Loans

Business Lines of Credit

COMMERCIAL MORTGAGE BROKERS & LENDERS

New Purchases & Refinance Loans

Bridge Loans & Take-out Loans

New Construction Loans

Permanent Financing Loans

SBA Loans

Private Lenders

CONFORMING & NON-CONFORMING

OUR TEAM OF AFFILIATE LENDERS

STAND READY TO ASSIST YOU

WE HAVE ACCESS TO ALL LOAN PROGRAMS

INVESTMENT PROPERTIES

2-4 Unit Residential

Multi-family

Single Family Resident

Vacation Rental Property

OWNER-USER PROPERTIES

Assisted Living Automotive Cannabis

Church Gas Station/Car Wash

Hotel Industrial Marina

Medical Building Mixed Use

Mobile Home Park

Office Restaurant/Bar

Retail Self-Storage

Specialty Use

LOAN PROGRAMS TO FIT YOUR NEEDS

GRANT US THE OPPORTUNITY

TO PROVIDE THE FINANCING YOU ARE SEEKING

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ACCOUNTING & TAXES

Financial Statements - Monthly & Quarterly

Business & Individuals Consultation

Income Taxes - Business Entities & Individuals

Audits & Tax Mitigation

Statements of Net Worth

Business Continuation & Cessation

FINANCIAL & TAX PLANNING

WE SERVE ALL TYPES OF BUSINESS ENTITIES

Sole Proprietorships S Corporations

Closely Held Corporations

General & Limited Partnerships

Single & Multiple Member LLC's

INCLUDING HOME BASED LOCATIONS

ALSO NOT FOR PROFIT 501(c)(3) ORGANIZATIONS

ONGOING TAX PLANNING

FINANCIAL STRATEGIES

PENDING TAX PROBLEMS

ACCOUNTING & TAXES NEED TO BE BROUGHT CURRENT

WE DEFINITELY CAN HELP

DON'T KEEP FEELING OVERWHELMED

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INSURANCE BROKERS & AGENTS SERVING THE COMMERCIAL & INDIVIDUAL COMMUNITIES

PROVIDING COVERAGE VIA ALL TYPES OF POLIICIES

COVERAGE FOR INDIVIDUALS & FAMILIES

AND BUSINESS ENTITIES

INCLUDING LONG TERM CARE

SERVING ALL TYPES OF BUSNESS ENTITIES, INCLUDING HOME BASED BUSINESS LOCATIONS

ADDRESSING YOUR CONCERNS

ASSET PROTECTION

LIABILITY COVERAGE

BUSINESS INCOME

& BEYOND

WHAT IS YOUR FOCUS?

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WE HAVE A HEART FOR CHARITABLE 501(c)(3) ORGANIZATIONS

THE eSTATE PLAN PORTFOLIO PLATFORM

SPONSORS A REVENUE SHARE PROGRAM WITH YOUR ORGANIZATION

LONG TERM & LEGACY PLANNING

THE ORGANIZATIONS CAN BENEFIT FROM CHARITABLE REMAINDER TRUSTS .

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DROP DOWN ITEMS - FEATURES

WE SHOWCASE SPECIAL ITEMS IN OUR FEATURES - DROP DOWN LIST.

PLEASE TAKE THE TIME TO BROWSE OUR LIST WHEN YOU ARE ON OUR SITE.

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WELCOME

TRY BEFORE YOU BUY THE eSTATE PLAN PORTFOLIO