Home

Menu of Services

* Business Formation, Administrative Services, Planning, Management, and Accounting

* LLC, S-Corp, Sole Proprietorship, Family Limited Partnership, General Partnership, Employment Agreements

Buy-Sell Agreements

* Human Resource (HR) Consulting: Employee Manual, Pre-Hire Psychological Testing for Job Fit

* Business Insurance Consulting and Risk Management

* Employee Benefit Programs and Company Group Insurance

* Retirement Plans: 401(K), Profit Sharing, Pension, IRA, Self-Directed Retirement Plans

Section B Services

* Reduce Your Visibility to the IRS!

* Dispute Resolution: Mediation, Arbitration, Not Litigation, Avoid Courts and Judges

* Bullet-Proof Asset Protection: Suit-Proof Everything You Own

* Living Trust and Will: Avoid Probate, Lawyers, Courts, and Judges. Save time, expense, and stress for your heirs

* Collection: Recovery of Unpaid Debts

Our Experience, Training, and Results

We have 30 years of experience and expertise in improving the lives and happiness of our clients!

We are board certified in financial wellness planning, estate planning, legal planning, and asset protection!

Our financial wellness planners have advanced degrees in human behavior, law, and business!

Life Counsel, Estate Planning, and Asset Protection

The Financial Wellness Plan: How to be Invisible to the IRS and Create Financial Invisibility!

The Family Living Trust: How to Avoid Probate, Courts, Judges, and Expensive Lawyers! A Will is Not Enough!

The Asset Protection Plan: How to Protect your Business, Practice, and Investments from Legal Predators!

The Life Satisfaction Plan: How to Create a Flourishing Life

Estate Plan