Our mission is to help entrepreneurs and families maintain and improve their cash flow. Whether you are just starting your business and struggling with student loans, have excellent income and want to prepare for retirement while you are still young, or looking for ways to decrease your income tax liabilities in your business and your personal income.
We leverage the combined the skillset of IRS Enrolled Agents, Chartered Financial ConsultantsĀ®, Investment Advisors, and other financial strategists to ensure you get the most efficient financial planning for your particular needs.
We also offer private family foundations, an entity that many people including financial professionals believe are only accessible to the 1%. This legal entity will allow you to reduce your income tax liability up to an additional 30%, eliminate capital gains tax, and allow you to maintain control of these income producing assets within the family. The catch.... you must expense 5% of net investment income to charitable endeavors annually. Seriously though, reducing your tax liability by 30% and only having to give away 5%, not to the IRS but to charity? It just mathematically makes sense to create this for your family!
Testimonials
WHAT OUR CLIENTS HAVE TO SAY
Carl helped our staff become more informed on their options for student loan forgiveness. Not only was he professional and organized in his presentation, the information was highly valuable. For the majority of our staff, student loans are a burden that they endure at a high cost. Carl brought light to the options available for individuals with several different scenarios. We are grateful for his time, instruction and knowledge of the subject material.
Jessi Maurice - Program Manager
A Greater Hope - Las Vegas NV
I believe that Business Finance Suite has opened up possibilities for my business in the future that I could never have imagined, and then every business owner can benefit from Business Finance Suite.
Cheryl Risner
Score Restore - Elm Grove, LA
I was able to get a Paydex rating of 80 from Dun & Bradstreet that allowed me to then access larger revolving lines of credit with Macyā€™s, Staples and with Amazon. At the end of about six months I had about 10 different trade lines that allowed me to then make application for Visa and MasterCard of $5,000 and $10,000.
Robert Lefcort
Great America Credit Repair Company
Boca Raton, FL
