Do You Know You Might Be Giving The IRS A Tax Refund?

You made the right moves to realize tax savings by creating tax-sheltered retirement plans and implementing a 401(k), Profit Sharing Plan, or SEP. Those with bigger needs might have used a more sophisticated strategy to help clinch bigger deductions by stacking a Cash...

The Brave New World of Genetic Testing and Insurers

At one time genetic testing was strictly used in medical settings, as a way to predict if someone was at risk of developing certain medical conditions. The results are not foolproof but can be a strong indicator of whether a person could develop diseases such as...

About Us

We are pioneers in retirement planning, featuring tax-advantaged defined benefit pension plans as exit strategies for high net worth clients. We partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions.


Coral Gables, FL

Call Us

Phone: 1-800-717-4723

Working Hours

Monday-Friday: 9:00am – 5:00pm

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