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1325 Airmotive Way, Suite 390
Reno,
NV 89502
Phone: (775) 329-3041
FAX: (775) 329-3093
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“What makes us unique”
For Business Owners:
We help business owners grow their business and become more profitable by paying less in taxes, by protecting the assets they have invested in their business, by helping them attract and retain key employees, and by addressing compensation, benefit and succession planning issues.
For High Performing Individuals and Families:
We provide solutions and resources that help them build, sustain, and ultimately (efficiently) distribute their wealth. We achieve this by employing unique processes that create continuity between the creation, utilization, and distribution stages of multi generational wealth.
We have developed (and will continue to develop) financial planning strategies, product affiliations, and strategic alliances that support, enhance, and sustain this aim.
IS PERSONAL FINANCIAL PLANNING IMPORTANT? ASK YOURSELF THESE QUESTIONS.
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Are you going to have enough money to fund your own retirement, your child's educations, a second home?
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If you become disabled, will you have enough income to meet current expenses and still pay any extra medical costs?
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Do you need a long term/critical care plan?
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If you die a premature death, will your survivors have enough to live on? Will their lifestyle be sacrificed?
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Do inflation, changing tax laws, fluctuating interest rates and the variety of financial products on the market make it hard to know what to do next?
HOW ABOUT FINANCIAL PLANNING FOR YOUR BUSINESS? ASK YOURSELF THESE QUESTIONS.
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Do you have an asset protection strategy designed to help protect you and your company?
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How are your business dollars being used to help recruit and retain key executives and employees?
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What steps are you taking to ensure an orderly transfer of your business at a top price, at your retirement, upon sale, or your death?
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Do you have a succession plan?
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Are you taking advantage of the opportunities to use business dollars for personal needs?
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Do your employee benefit programs and company retirement plans offer state-of-the-art benefits to employees at a cost you consider reasonable?
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September 07, 2008 @ 05:52 PM
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Educate
yourself on a variety of
financial topics. |
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A host
of financial tools to assist you. |
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Financial terms from A to Z.
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