Other Advisors

We empower advisors with the knowledge and resources they need to excel. By continuously identifying and evaluating cutting-edge planning strategies, we provide direct support, education, and access to industry experts, enhancing the value they deliver to their clients.


We provide solutions for your clients who……

  • Want to reduce their current income taxes 

  • Are planning for the retention of their family business for future generations

  • Are selling an appreciated asset or business interest and want to mitigate their capital gains tax 

  • Want to reduce estate taxes for family wealth retention and generational wealth transfer 

  • Are business owners who would like to establish a qualified retirement plan
    that benefits themselves as well as their employees 

  • Are business owners that wish to attract and retain specific employees through tax-efficient discriminatory benefit plans 

  • Wish to build their wealth by investing with the leading institutional investment managers 

  • Want to plan for a secure retirement income 

  • Have the desire to protect their assets from creditors and predators

Webinars for Professional Advisors

We offer informational webinars for CPAs and Attorneys to better understand the planning strategies we support.  Our personal online webinars and consultations cover in-depth tax and advanced planning strategies provided through an interactive discussion including specific case studies

Tax Planning Strategies

We provide an overview of various strategies with a specific focus on mitigating Income, Capital Gains and Estate Taxes

Restricted Property Trust (RPT)

This is a unique discriminatory income tax mitigation strategy for the business owner

Capital Gains Tax Mitigation

We provide an overview of several structures that can mitigate and even eliminate capital gains tax on the sale of business interests and other low basis assets. 

Family Generational Wealth Transfer Tax Planning

We provide an overview of ways to reduce estate and gift transfer taxes for family wealth preservation and asset protection. 

Business Sale to an ESOP

Join us for an ESOP 101 seminar, which can help you better to understand the benefits of using an ESOP for business succession and capital gains tax deferral. 

Executive Benefits Planning 

We offer an overview of various structures to attract and retain key management, provide for buy/sell planning through partnerships structures, as well as unique deferred compensation plan designs. 

Private Placement Life Insurance (PPLI)

We provide you with tax planning opportunities for generational wealth transfer, capital gains mitigation and income tax planning for foreign nationals as well as US citizens.

 

Services for Accountants and Attorneys

As a service to our advisor network, we offer professional services on a consultative basis and are often asked to provide a second opinion for CPAs, accountants, and attorneys

Investment Portfolio Review

We work with the clients of CPAs, attorneys and other advisors to provide comprehensive reviews of existing investment portfolios using the industry’s most comprehensive technology.

Second Opinion Plan Reviews

Often times, CPAs and attorneys are asked by their clients for opinions on what other wealth management advisors recommend. When necessary, we can provide objective second opinions in a variety of circumstances.

Company Retirement Plan Fiduciary Review

Through our Advantage 401k Program, we complete a full review of a company's ERISA retirement plan, paying particular attention to the fiduciary responsibilities of the company sponsor.

Life Insurance Valuation & Settlement

We work with an external team of established valuation and secondary market professionals to assist individuals and other advisors in determining the value of life insurance policies if maintained by its owners, surrendered or sold in the secondary market.

Life Insurance Fiduciary Review

Within a comprehensive plan, life insurance can be an important asset and play a crucial role in accomplishing specific planning objectives. Furthermore, trust owned life insurance is also considered an “asset” under the Prudent Investors Act and subject to the same due diligence and oversight as an investment manager. Therefore, we have designed a fiduciary review process our affiliated advisors can offer their clients to enhance the value they provide.