Personal CFO & Virtual Business Management Services

Investment and Tax Strategies Steps Process


1. Strategic Marketing Planning

  • Company Positioning/Repositioning
  • Goals and Strategies
  • Market Opportunities
  • Target Market Defined
  • Marketing Budget

2.Capital Structuring

How a firm finances its overall operations and growth by using different sources of funds.

3. Operations Management

The administration of business practices to create the highest level of efficiency possible within an organization. It is concerned with converting materials and labor into goods and services as efficiently as possible to maximize the profit of an organization.

4. Corporate Restructuring

Help clients rapidly stabilize operations, while also implementing a longer-term financial and operational transformation that repairs credibility with key stakeholders and maximizes sustainable value creation.

5. Asset Protection Planning

Our firm wants to protect you from third party litigators by using legal structures that make you an “ugly defendant”

6. Brokerage Portfolio Investment Management

Your brokerage account should be at par or outperforming the market, we utilize the top 1% of institutional managers to give you that edge.

7. 401 K Design and Management

Every sustainable business requires loyal employees, our retirement plan makes sure your super stars never leave.

8. Portfolio Strategy

It’s not about the pile of money in the bank, but how it may help your family live a higher standard of living for eternity, we have a solution.

9. Financial Planning and Coordination

We help you maximize the services from all your other financial services professionals for efficiency.

10. Estate, Trust and Wealth Transfer Planning

So the next generation can benefit from your wisdom and carry on your value system, what better way than TAX FREE wealth transfer using specialized trust planning.

11. Tax Planning and Compliance

This is NOT, what your CPA does. These are tax strategies to AVOID capital gains tax when you sell your property AND strategies to pay the lowest income tax rate on your rental income, above and beyond what your accountant can do.

12. Risk Management and insurance Services

Do you ever feel insurance poor with all the premiums you pay on various insurance policies? If so we advise you on the exact amount of insurance you may need and WHAT type of insurance you should have, instead of guessing.

13. Philanthropic Planning

Build your legacy and let your name live on forever with the help of foundations and philanthropic planning while continually reducing your income taxes so you get to enjoy more of the fruits of their labor.

14. Comprehensive Financial Reporting

We wrap all the reporting of these services listed above in a digestible report available via SSL secured online portal to you anywhere in the world you may be.

15. Liquidity Strategies

Never be asset rich and cash poor due to market conditions, we help you predict your cash flow needs and show you unique strategies, so you never have to worry about running your operations.