Business Consultation

Are you paying too much in taxes? Let our retirement specialist assist you with a custom solution which will help you save for retirement as well as reduce your tax bill. Do you need assistance with determining Reasonable Compensation? Let us help you plan how and when to get the most compensation from your business while staying within the IRS guidelines. In addition, our products below highlight some of the solutions we can offer you and your business. Call or email us: 719-338-2422

Individual Consultation

Would you like to sit down with a retirement specialist and review how you plan to retire? It can be a daunting task to pull all the pieces together and know just what you have, and if it is adequate. Call us 719-338-2422. Let us give you some options. We also provide retirement consultation for clients who need to reduce their taxes, while maximizing their retirement nest egg.


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