Personal Business Management
The road is never clear when we are dealing with the complexities of your personal financial world. We are here to guide you through every aspect of your financial life. We don't sell any product or make commission, we only advise along side your daily needs.
We specialize in professional athletes who have unique needs and different time for those needs. As the needs change from
We become part of an integrated team through out the daily lives assisting any issue. We tell our clients often, "You run the ball, hit the ball, or throw the ball and let us help you manage your day to day financial life."
BUDGET MANAGEMENT |
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TAX PLANNING |
REAL ESTATE |
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NEW BUSINESS ENTITIES |
FINANCIAL INDEPENDENCE |
INSURANCE PLANNING |
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RETIREMENT PLANNING |
ESTATE PLANNING |
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CHARITABLE FOUNDATIONS |
How much will I need when I retire? |
How can reduce my taxes? |
Where is all my money? |
What can I deduct for taxes? |
What insurance do I need? |
How much of a house can I buy? |
How much can I save from my paycheck? |
Do I need a trust? |
Do I need get a prenup? |
How should I buy this car? |
How do I start a new business? |
How do I start my own foundation? |
"The hardest thing in the world to understand is the income tax."–Albert Einstein
How can I pay less tax? Is the most common questions we hear. Unfortunately there is not one single magic answer that applies to everyone. The right questions is; "Am I doing everything that I can to take maximum advantage to reduce taxes?"
The approach is to utilize every allowable rule versus the cost to implement that strategy. The answers will be different for each situation and will continually change. We will be here to guide you through it.
Where does it all go? We all work hard every day. But at the end of the month or year or lifetime, where did all that money go? Most likely the money was spent or paid to the government in taxes.
The simple yet difficult steps to understanding cash flow:
1. Create a budget 2. Keep organized 3. Keep the GAP (between what you make and what you spend)
And repeat.... Mostly, being organized help understand how the money is spent. Then knowing how much is paid to housing, travel, taxes, food, and purchases will help make decisions to make any adjustments needed.
The goal is to keep "The Gap". The Gap is the difference between what you earn and what you spend. The goal is to widen The Gap as much a possible. Hopefully this Gap will put you in a place when you work because your want to work not because you have to work.
Boring but essential and important documents.
Trust documents
Health Care Directive
Will
Guardianship
Deeds
Insurance
And many more
All That Paperwork
These are items you just have to get done.
We will work step by step to get the items you need to complete. We will try and make it as easy as possible for you. But all the decisions will be made by you.
Buying a house
Selling a house
Shipping a car
Finding movers
Buy / Sell a car
Booking a vacation
Book a private jet
Bookkeeping
Start a business
Start a foundation
Whatever the task, we will find a way to help.
"Someone's sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett -