Meet the Founders
Something about our partners and co-founders.
Aleks is a serial entrepreneur and active investor with
a specialty in working with business owners.
Kelly is a Certified Financial Planner™ who was featured in
MDRT magazine for her outstanding success in financial services.
What We Do
We focus our services around the unique needs of small business owners.
As entrepreneurs ourselves, we have a distinct advantage to help you grow your success.
Our team of experienced tax attorneys, CPAs, actuaries and estate planning attorneys specialize in advanced business planning, and harbor an earnest desire to see you keep the money you’ve earned. By utilizing adequate techniques, such as pension plans and ESOPs, we can help you effectively minimize your tax liabilities and maximize your yearly savings.
A Quick Look
Take a quick glance at our advanced planning model for a better understanding of
how our tax-saving strategy can help you boost your overall wealth.