360° Prosperity Planning | For Life & Loved Ones™

Eliminate Taxes • Protect Assets • Leave Legacies

The Ethos Concept

A Transformative Formula

OUR ETHOS  +  YOUR ETHOS  =  "Planning Alpha"

character

The name Ethos is a Greek word meaning “character” that is used to describe guiding beliefs or ideals; and the balance between caution and passion. The Ethos Concept fuses our ideals and passion for producing optimal outcomes with your guiding beliefs to achieve “Planning Alpha.”

passion

We are fueled by a passion for excellence that inspires creativity and innovation. We are equally balanced with a healthy dose of caution that ensures reliability and legal compliance. This balance of passion for innovation and caution to ensure reliability produces optimal outcomes.

infusion

The Ethos Concept is infused in our DNA and pervades everything we do. A core component is to infuse your ethos into the DNA of your planning. Whether we are helping our clients with saving taxes, estate planning, asset protection planning, business succession planning, or other matters, The Ethos Concept is infused in everything we do.
Discover How We Fuse
Your Ethos into Your Planning

what we do best

"Planning Alpha" - Planning that Outperforms

Tax Minimization

We safely eliminate your taxes with our vast collection of the greatest, IRS-recognized tax elimination strategies on the planet that you’ve never heard of…even if you have an excellent CPA or tax lawyer.

Retirement Savings

We help you rapidly accumulate money for retirement needs with innovative tax-free techniques so that you can enjoy the fruits of your lifetime of hard-work during your golden years to the fulllest.

Asset Protection

We help people from all income and wealth levels, from the typical mom and pop small business owner to the multi-billionaire, bulletproof assets from creditors and predators for you and your family's financial security.

Estate Planning

We not only help you with your Will and trust, but also with many thoughtful and human-centric techniques to keep your family out of disputes and lawsuits and pass on your hard-earned assets to your loved ones in smooth and easy ways which promote family unity, harmony and prosperity.

Succession Planning

Transition out of the business you worked so hard to build and into your golden years by passing the torch to your chosen leaders in an efficient, effective and seamless manner and ensure that your business and your legacy lives on.

Government Benefits

We help you qualify for Medicaid without having to first spend down your hard earned assets. We also help obtain little-known benefits for Veterans that so many of them desperately need and deserve.

Tax
Minimization

Retirement
Savings

Asset
Protection

Estate
Planning

Succession
Planning

Government
Benefits

how can we help?

Book a Call or Zoom Meeting

Book a FREE
30-Minute Consultation

what our clients say

“I was truly impressed with the results that I obtained with Teddy. He has strategies that not only saved an incredible amount of taxes, but were also surprisingly safe and proven even though my long-time, experienced CPA had never heard of them.”
Anonymous Client
“The value that Teddy delivered with his creativity, intellect and breadth of knowledge that he brought to my team of tax lawyers exceeded my high expectations and was second-to-none.”
Anonymous Client
“Teddy Skokos is the master of taxes. You will not be disappointed.”
Anonymous Client
“Teddy has insights and instincts for tax and legal strategies that you simply don't find elsewhere, even at the biggest and most respected law firms in the world. His professionalism is top-notch. I cannot recommend him enough.”
Anonymous Client
"Don't miss out on the massive, life-changing tax savings that's waiting right here for you!"
Anonymous Client

Note: We protect our client's privacy to the utmost degree. We do not disclose the identity of our clients or any information about them. Accordingly, our testimonials are all presented anonymously.

360pp-logo-filled-02-t.png
360pp-logo-filled-02-t.png

360° prosperity planning
for life & loved ones™

Your Evergreen Platform
for Peace, Protection & Prosperity

Our ecosystem for 360° Prosperity Planning | For Life & Loved Ones™ is thoughtfully and carefully engineered to comprehensively and systematically design and install an integrated platform that gives you peace of mind by protecting you and your loved ones from every angle and promoting prosperity throughout every step of life's journey.

Peace, Protection & Prosperity Meter 100%

Enjoy Peace, Protection & Prosperity For Generations

For Your Life & For Your Loved Ones

You are completely protected during your early years, working years, parenting years, twilight career years, golden years and final years. Then pass it all on to your loved ones to enjoy the same protections and prosperity.

#BeWell

#BeRememberedWell

for life

  • Minimize taxes to grow your wealth as fast as possible
  • Maximize retirement savings to enjoy your golden years to the fullest
  • Protect hard-earned assets from creditors and predators
  • Get the maximum government benefits you're entitled to receive

#BeWell

for loved ones

  • Pass on your assets that you accumulated to your loved ones
  • Pass on all of the same protections and benefits to your loved ones
  • Keep your family out of disputes and lawsuits
  • Foster family unity, peace and prosperity for generations

#BeRememberedWell

Minimize Income Taxes

We use innovative and proven techniques with a systematic approach to help you eliminate income taxes on business income, investment income and liquidity events, such as selling a business or a highly appreciated asset.
#TaxEliminationSystem

Maximize Retirement Savings & Enjoy Golden Years

We have innovative techniques to help you dramatically increase retirement savings so that you can save money in tax-favored ways to ensure that you can enjoy your golden years to the fullest.
#RetirementSavingsSystem

Protect Hard-Earned Assets

We will bulletproof your hard-earned money to protect your and and your family’s assets from creditors and predators, including risks of future lawsuits from unforeseen car accidents, divorcing spouses, government imposed spend-downs of your hard-earned assets for Medicaid eligibilty, VA benefits, and much more.
#WealthProtectionSystem

Get Government Benefits

Whether you’re a senior in need of medical assistance or a veteran who has served our country, we will help you qualify for eligibility of government benefits and apply to receive the benefits that you are entitled to, including Medicaid benefits for seniors and Veterans Aid and Attendance for veterans.
#GovernmentBenefitsSystem

Business Succession Planning

If you are a business owner, we will design and implement a comprehensive plan to transition your business to the right people when needed, either due to death, disability or retirement, in a way that’s as smooth as possible and designed to ensure seamless continuity and long-term viability of the business that you have worked so hard to build.
#BusinessSuccessionSystem

Eliminate Estate & Gift Taxes

If you’re one of our very wealthy clients who is a multi-millionaire or a billionaire, we will use a variety of advanced, innovative techniques to freeze, squeeze and remove assets from your taxable estate to eliminate estate & gift taxes.
#EstatePlanningSystem

Leave a Legacy
with Family Unity, Harmony & Prosperity

We will craft a personalized estate plan designed to keep your family out of court and conflict and ensure that your hard-earned assets are passed on to your loved ones in ways that foster family unity, harmony and prosperity while also doing so in the most efficient and effective manner possible that also helps ensure that you will be remembered well.
#LegacyPlanningSystem

Create a Meaningful Legacy of Stories, Values, Wisdom & Generosity

We not only help you create a financial legacy, but we also have an innovative platform developed from ground-breaking studies that helps you deeply bond with loved ones by sharing meaningful stories you’ve never thought to tell and sharing values, life lessons and generosity. Foster family unity, harmony and prosperity and be remembered well!
#FamilyBondingSystem

extraordinary results

Our comprehensive, systematic process for engineering our innovative techniques and plans produces the most powerful and effective holistic planning available that hits the bullseye and delivers extraordinary results.

how do we do it so well?

Our Comprehensive, Laser‑Focused Process

ARE YOU a perfect fit?

Business Owners
from startups to mature enterprises
Investors
investors in traditional and alternative investments
Individuals & Families
single adults to married with children
Seniors
older people with medical needs
Licensed Professionals
doctors, lawyers, accountants, etc.
Veterans
American vets who served our country

ARE YOU a perfect fit?

Business Owners

from startups to mature companies

Investors

all types of investors

Families

younger people raising children

Seniors

older people with medical needs

Professionals

doctors, lawyers, accountants, etc.

Veterans

American vets who served our country

what you will get

360° Prosperity Planning™ - Planning that Outperforms

"You will have peace of mind knowing that you have a comprehensive plan designed with laser-like precision that protects you from every angle by incorporating an optimal mix of innovative, state-of-the-art strategies to accomplish all of your objectives in an elegant, integrated manner for maximum prosperity."

what you will get

360° Prosperity Planning™ - Planning that Outperforms

"You will have peace of mind knowing that you have a comprehensive plan designed with laser-like precision that protects you from every angle by incorporating an optimal mix of innovative, state-of-the-art strategies to accomplish all of your objectives in an elegant, integrated manner for maximum prosperity."

EXTRAORDINARY RESULTS
 Eliminate Taxes. Protect Assets. Leave Legacies.

TIME-TESTED & PROVEN
 Safe & Reliable

VALUE-DRIVEN
 Incredibly High ROI

Extraordinary Strategies

+ Extraordinary Effort

= Extraordinary Results!

Extraordinary Strategies + Extraordinary Effort 
= Extraordinary Results!

don't wait!

I'm ready to fully protect my money

360° Prosperity Planning | For Life& Loved Ones™

What We Do Better

Our comprehensive, holistic approach provides bulletproof protection of your hard-earned assets from every angle.

The Four Cornerstones

Income Tax Elimination

Safe, proven strategies to convert non-deductible expenses into deductible expenses and to convert taxable income into tax-free income.

Asset
Protection

Bulletproof the protection of your hard-earned assets from creditors with layers of world-class asset protection strategies.

Estate & Gift Tax Elimination

Eliminate estate and gift taxes on the transfer of wealth to future generations during your lifetime and after your death.

Legacy Transfer to Loved Ones

Leave a financial legacy by passing on your money and property to your loved ones efficiently and effectively in a way that promotes family unity and prosperity.

why use us?

  • comprehensive, holistic planning
  • proven innovative strategies
  • The Ethos Edge

Three Simple Steps to Success

We Take Care of You
Every Step of the Way

01

Assess your needs

We do a comprehensive deep dive to gather all relevant information, analyze your situation and assess your unique needs and objectives.

02

Design your perfect 360° Prosperity Plan™

We systematically determine which strategies will provide the optimal solutions for your needs.

03

Implement your perfect 360° Prosperity Plan™

We produce your perfect plan and guide you through a streamlined, white glove process to implement it in an easy and pain-free way that will put a huge smile on your face.

You and Your Loved Ones Deserve the Best

Eliminate Taxes • Protect Assets • Leave Legacies

Recent News
Estate Planning

12 Types of Trusts: A Quick Look

Reading Time: 5 minutes

There are a myriad of trusts available…enough to make your head spin! We demistify 12 of them for you.

January 24, 2021 No Comments
Estate Planning

Wills vs. Trusts: A Quick & Simple Reference Guide

Reading Time: 4 minutes

Confused about the differences between a Will and a trust? If so, you are not alone. While it is always wise to contact an expert trust attorney like us

January 17, 2021 No Comments

ARE YOU IN?

Get FREE insights into our unique and innovative 360° Prosperity Planning™ for you and your family to flourish!

contact us

send us a message

Contact Us