What We Do

John: "I help clients find wealth transfers, money that is often lost unknowingly and unnecessarily, and then redirect those lost dollars into improving current and future lifestyle. Three examples:

I help CPAs deliver more value to their best clients by becoming a proactive and holistic planner.

I help small businesses increase their bottom line by as much as 50% by reducing their unnecessary taxes and business expenses.

I help business owners and executives that can afford it create a tax-free retirement."

Arnie: "I focus on guiding people through all their Medicare and health insurance choices."