Business entities, such as companies, corporations and limited partnerships, structured to work together, correctly formed, and properly maintained, can make all the difference in whether or not you achieve your dreams of financial freedom. Our clients understand this.

Our clients are Entrepreneurs and Investors who are serious about building wealth.  For them, wealth creation is a decision, not just a good idea.  They may have different reasons for starting down this path, and may be in different positions at the starting line; but the one thing they have in common is that they are ready to take control of their financial lives, and that means structuring for success. 

Our clients understand that growing wealth means acquiring assets and putting them to work.  It means balancing out those assets to achieve the growth rates they intend.  It also means protecting those assets against real and frivolous lawsuits so that everything they are working so hard to create doesn’t vanish overnight.  Our clients look for structures that will give them sound asset and liability protection so they can sleep at night. 

Our clients understand that one of the best ways to grow wealth is to own a business.  This may be their sole livelihood or it may be a start-up they work on after hours.  They may be creating it alone or in partnership with others.  Regardless of where they are in the process, they realize that a business will do two things for them:

• It will give them a way to write off legitimate expenses that they may be paying for now out of their own pockets; and
• It will eventually generate enough cash to accelerate their purchase of wealth-building assets.

To grow their businesses faster, our clients want to take maximum advantage of the tax code as it changes, so that means having the right structures in place owned in the right ways. 

Our clients think about the future.  They understand the difference between credibility and privacy.  They want the world to know about their company and its great services, but the fewer people who know about their assets the better.  That is why no matter how small they are today, they want to structure with the future in mind because building wealth is worth serious planning.

Our clients value time – their own and others’.  They understand that time is the one commodity they cannot expand, so they plan to use their time wisely.  For them, that means focusing on what they do best and hiring professionals to do everything else.  If it comes to a choice between learning bookkeeping and hiring a bookkeeper, it is an easy decision.  A professional will do the job better, faster and, in the end, less expensively; and our clients will have the time to do what it takes to grow their businesses and assets. 

Our clients value expertise.  They engage in self-development to improve their own knowledge, and they appreciate what others bring to the table.  They create professional teams around them to give them advice, and understand that the service others provide will pay for itself many times over.   

Regardless of their starting point in terms of age, expertise or net worth, our clients have these things in common; and we are proud to be part of their professional teams. 

·         You have decided to move forward on your path to wealth and have read that you should form a legal entity for your business, but your accountant says that isn’t necessary since you aren’t earning enough money yet.  You’re confused and can’t decide what to do.

·         You and a partner are teaming to create a new business, but each of you already has other businesses and plans for the future with other partners.  You’re not sure the best way to structure for maximum benefit and protection, and need more than just another company. 

·         You’re already running a successful business and don’t have time to research structures and do paperwork.  You need someone on your professional team who can handle your requirements without a lot of hassle, and get it right. 

·         You have rental property in your own name and aren’t sure what would happen if a tenant sued you.  Everyone you speak with has a different opinion.  You would like to speak with professionals who are also investors just like you.

·         You’re starting a new internet business that will service the entire US.  You live in CA but everyone tells you that a Nevada corporation is the way to go.  You need to find out the pros and cons of incorporating in each state so you can make an informed decision. 

We help people with these issues and many more every day.  It is important when moving forward with a structure that you understand not only what will be set up for you but also why.

In addition to a desire to take control of their lives and build wealth, our clients share many other characteristics. 

Our clients are ready to move into action.  While it is important to discuss what structures are best and why, no amount of advice will save you a dollar in taxes or provide an ounce of liability or asset protection.  It is only when you take that advice and act on it that things begin to happen.

Our clients understand that time is important.  We want to work with you to provide the best service possible.  Sometimes that means double checking data or challenging an assumption.  If we call you for information, we need you to reply quickly.  When your company is formed, you will receive a minute book.  That package will often contain time sensitive documents.  You need to open your package as soon as it arrives and complete the instructions to get you started.  No excuses.

Our clients understand the benefits of having a professional on their team for the long term.  We invest time with you upfront, so you can get it right the first time.  We want to be with you as you grow, save you more in taxes, strengthen your protection, increase your privacy and credibility, catch mistakes before they happen, and help you to lead a successful corporate life.  That means we are not a low price online incorporator.  We are part of a professional team for a professional wealth builder.

Our clients are willing to try something new and learn.  They spend time in self-development and realize that often the old ways are no longer the best.  Our structures often differ from the norm, but there are good reasons why we use them.  If current team members don’t understand what we are advising our clients to do, they have their professionals talk to us so we can explain.