Why Work With Us?
I was a successful business owner with many of the problems that a typical business owner faces, like meeting payroll, paying taxes, maintaining equipment, dealing with HR issues and I am sure you know many more. That is why I want to help other business owners get results in the areas where I can help.
As a successful business owner, I'm sure you've wondered at times if you are doing everything you can to reduce taxes, expenses and risks. When I was in business I wish I had someone to help me with this.
The reality is there are so many moving pieces in our current economic environment that it is impossible for any one individual advisor to be able to provide you with the type of comprehensive and proactive planning that you need and deserve.
For this reason, I work with a team of national specialists through Elite Resource Team. we work together to combine our expertise, relationships, and proprietary software to ultimately create better results for clients - reducing their taxes, eliminating unnecessary expenses, and mitigating business risks.
To illustrate this in more detail there is a brief 5 minute video that my team members put together to provide you a little more insight on our work: click here to watch it
After you watch it if you are interested in discussing things further book a time on my calendar for a brief startup conversation