Improve cash flow, pay less tax,
and reduce risk
Owners & Executives | Investors | Startup Employees | Families
Because of the way most people and businesses align their financial assets, they are unknowingly letting money “get away from them” in the form of taxes, interest, and lost opportunity cost.
This adds up to hundreds of thousands, even millions of dollars that could be working for their business and family.
We advise strategies to bring this money back into their financial lives and that of their business so they can have more control over their money to improve cash flow, pay less tax, and take on less risk.
This can often be done with little to no additional out-of-pocket expense.
- Cash flow
- Enterprise-risk mitigation w/ tax benefits
- Liability analysis
- Cash value life insurance
- Real estate
- Stock options
- College & Retirement
- Wills & Trusts
- Wealth Transfer
John D. Perrings
CA 0M53288 // NY 1499812
1111 Broadway, 3rd Floor, Oakland, CA
(415) 505-8092 | firstname.lastname@example.org