• Tax Mitigation
• Asset Optimization & Protection
• Qualified / Non Qualified Retirement Planning
• Business Appraisal Services
• Executive Compensation
• Corporate / Individual CFO Services

Individual Solutions

Do you want your tax attorney, CPA, investment advisor, and financial strategist to all be on the same page while helping you plan for your financial future?

Are your assets protected from creditors and litigators? We do live in the most litigious country in the world, and anyone with assets is a target!

Are you aware that the traditional qualified retirement plan (401k / IRA) tax liability doubles everytime your account doubles in value?

Are you aware of the strategies that bankers & Fortune 500 executives use to plan their retirement & mitigate their tax problems?

Are you tired of riding the stock market / mutual fund rollercoaster?

Are you aware of the fact that while banks sell you these mutual funds & securities, they have not invested in the stock market/variable securities since 1929?

Does it make sense to risk 50% to 70% of your portfolio, only to expect to make 10% or 11%, then pay a management fee and taxes, and be left with 5% to 6%?

We can help you allocate your assets using the same SYSTEM banks use to invest their money.

Corporate Solutions

Are you losing key executives to competitors because of a poorly designed compensation system?

When you break the bank at the end of the year, are you forcing your partners & employees to deal with the tax problem?

{C³} state-of-the-art compensation/benefit strategies help you attract and retain executives, employees, and partners.

We specialize in architecting non qualified deferred compensation plans like the 409(a), along with qualified plans like the 412 & 419. We also architect the strategic financing for optimal results.

Are you aware of the true value of your company? Our innovative business appraisal / value optimization strategies uncover the true value of each of your company's hidden assets.

Tax mitigation is our passion and specialty. With over 60,000 pages in the tax code and counting, can you afford not to have an expert strategist architect the perfect solution for your business?

Our clients typically save at least 85% of their tax bill after going through the {C³} process.