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.
