𝙒𝙃𝘼𝙏 𝙒𝙀'𝙍𝙀 𝘿𝙊𝙄𝙉𝙂:
We deliver a comprehensive financial & tax solutions for Business Owners & Professionals to significantly reduce taxes, build income for life & provide wealth transfer to their beneficiaries.

𝙒𝙃𝙊 𝙒𝙀 𝙒𝙊𝙍𝙆 𝙒𝙄𝙏𝙃:
Profitable Business Owners, Successful Entrepreneurs and High-Income Professionals.

𝙃𝙊𝙒 𝙊𝙐𝙍 𝙋𝙍𝙊𝘾𝙀𝙎𝙎 𝙒𝙊𝙍𝙆𝙎:
In less time, we unveil vital tax strategies & financial plans that are under-utilized. We operate like an extension of your staff and deliver a level of personalized service unmatched in the industry. We work with our client’s CPA’s and other financial and legal experts to provide a customized hybrid wealth building blueprint that significantly reduces taxes & builds substantial savings to supplement future income and retirement.

𝙒𝙃𝘼𝙏 𝙈𝘼𝙆𝙀𝙎 𝙐𝙎 𝘿𝙄𝙁𝙁𝙀𝙍𝙀𝙉𝙏:
With many years of rich financial, legal & tax heritage, our expertise in designing and managing customized plans has resulted in millions of savings for clients. Our own unique defined benefit plan, DOL-compliant and approved by the IRS, has helped business owners write off several hundreds of thousands of dollars year after year.

𝙒𝙃𝘼𝙏'𝙎 𝙄𝙉 𝙄𝙏 𝙁𝙊𝙍 𝙔𝙊𝙐:
Our clients experience and enjoy:
• A unique and customized tax plan
• A customized system and holistic process
• Increased savings for retirement income
• Significant tax and cost savings and timely review process

𝙒𝙃𝘼𝙏 𝙒𝙀 𝙃𝘼𝙑𝙀 𝘿𝙊𝙉𝙀:
We have built our reputation on advising our clients on innovative ways to protect, build, and transfer wealth while adhering to the highest standards of ethics and integrity. Over 1,000 clients in the last 17 years has saved hundreds of millions in benefits.

𝙒𝙃𝘼𝙏'𝙎 𝙉𝙀𝙓𝙏 :
Let us help you connect your resources to what matters most to you. Contact me at 703-500-5155 and/or 𝙥𝙖𝙩𝙧𝙞𝙘𝙠@𝙪𝙣𝙞𝙛𝙞𝙧𝙨𝙩𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡.𝙘𝙤𝙢.