Benefits for Living

we work with companies, hr directors, cfos, and cpas, and show them a simple strategy that provides a substantial tax savings for both the company and its employees. for nearly a decade we've been a consultant to financial advisors and their clients. (merrill lynch, morgan stanley smith barney, ubs, wells fargo, dain, edward jones, ameriprise, and others). we also worked with the dave ramsey and suze orman organizations. the secret to our success has been to treat others the way we would want to be treated if the roles were reversed. this “golden rule” has served us well and has produced great clients and friends along the way. we’ve been able to help hundreds of businesses and families, and would enjoy helping you as well.