Improve cash flow, pay less tax, reduce risk
Business Owners & Executives
Real Estate 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, 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.
Specialties:
- Cash flow
- Insurance:
- Enterprise-risk mitigation w/ tax benefits
- Liability analysis
- Cash value life insurance
- Real estate
- Stock options
- College & Retirement
- Wills & Trusts
- Wealth Transfer
Schedule a 30 Minute Initial Consultation
Testimonials
“John helped us find a way to accumulate wealth without giving up the liquidity we need when an investment opportunity arises. Instead of having the stress that goes along with illiquid investments or needing to take funds out of our home for cash, we now have a ready source of funds that we can pay back to ourselves at any time.”
Stacey – Real Estate Investor, New York, NY
“I finally found the savings and retirement alternative I’ve been holding out for since I started working. It feels good to see thousands of dollars in my policy and know that I can use that amount whenever I want.“
Raymond – Startup Software Engineer, Emeryville, CA
“I wanted financial security for my family in case something happens to me whether unexpectedly or after a long life, as well as building an asset to strengthen my family’s overall financials. John helped me reach both of these objectives by designing a specific plan for me.“
Derek – Mechanical Engineer, Alameda, CA
“Before working with John at StackedLife I had no idea the opportunity I was missing out on to grow my business.“
Joshua – Gym Owner, Brooklyn, NY
Schedule a 30 Minute Initial Consultation
John D. Perrings
CA 0M53288 // NY 1499812
1111 Broadway, 3rd Floor, Oakland, CA
(415) 505-8092 | john@stackedlife.com