Empowering Clients to Make Smart Financial Decisions with Proactive Solutions

We deliver value with tax-reduction and risk mitigation strategies utilizing a proactive and holistic mind-set.

Learn how we can be a team-player for…

For CPAs:

We believe that your clients deserve the best advice possible. As such, in order to provide your clients with premier service, we will partner with your firm through our team-based approach. This helps you deliver more value to your clients by helping you become more proactive and holistic. You will be able to provide your clients with what they deserve… the best advice possible.

For Financial Professionals:

We understand that you value your independence, however, we want you to have the confidence that you’re not alone! Therefore, we serve you behind the scenes so that we don’t get in-between you and your clients. Our services are designed to make you look good in front of your clients while supporting you throughout the entire sales process.

Our Qualifications

Advisor’s Resource Company was founded by both a Certified Financial Planner (CFP) and a Fellow of the Society of Actuaries (FSA). Through our years of experience in the financial services industry we have developed strong relationships with vetted specialists who allow us to provide you and/or your clients with the best advice possible, even if we are not experts.

As your financial architect, we help to build a team filled with the expertise you need to succeed. We work with your current team of advisors; we do not try to replace them.

Our Network of Advisors allows us to provide advice in the following areas:

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Corporate Structure

The corporate structure you choose influences all aspects of your business – from your day-to-day operations, to taxes, to your own personal asset risk. Establish a foundation and ensure the tax burden is appropriate to the size and nature of your company.

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Risk Management

A business or individual will never reach financial success if assets are improperly protected.

Protection is a necessity for every family and even the smallest company in order to protect and maintain its financial health.

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Tax planning strategies allow business owners and individuals to minimize, or even eliminate, taxes. While taxes may seem steep, there are many credits, deductions, and provisions with the tax code that benefit business owners. The key to taking advantage of these offerings!

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Savings are important for everyone, but especially if you’re a business owner. When it comes to choosing the right type of investments, ensure your portfolios match your risk profile. Owning a business is so risky, don’t take the risk in your retirement.

Slide 3

Exit Strategy

Establish a plan to ensure the business continues without you. An exit strategy provides the owner with a way to reduce or eliminate their stake in the business. If the business is successful, an owner stands to make a substantial profit.

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