With this planning strategy, the client can reduce active income by 60% and reduce passive income or a sale of an appreciated asset by 99%. The strategy includes entity formation while partnering with a 501c3 charity of the client's choice. The planning also includes the creation of a trust to protect the client's assets while growing wealth for them and their family for multiple generations. 

Our Vision:

The vision is to reduce or eliminate income and capital gains tax, keeping those assets protected from creditors and outside of your taxable estate. At the same time, it will allow you to have investment control and beneficial use of all assets for you and your family. 

What we do: 

We help take money that you lost to tax and redeploy that for you and your family in a protected environment. You can then reinvest however you want to get the returns for you and your family.