Powerful Financial Resources Growing, Protecting and Preserving Your Wealth

Holistic tax and resource planning puts you in control of what can be controlled

  • Drastically lower your largest non-productive expenditure

  • Reduce income and estate taxes and convert the taxes saved into income and wealth

  • Slash after-tax cost of vital ROTH Conversions

  • Defer or eliminate capital gains and taxes

Retain maximum wealth in the family and transfer most wealth non-taxed

  • Amass, nurture, retain and grow assets to assure generations of family successes

Increase your ability to fund your visions and important causes, institutions and foundations

  • Unlock cash to create family foundations

  • Provide asset growth to generously donate to the most worthy institutions

  • Receive additional tax benefits from your generosity

Businesses may

  • Achieve huge tax deferral and reductions

  • Eliminate phantom recapture

  • Exempt income from taxes

  • Protect appreciated assets

  • Reduce business ownership liabilities

Enjoy these and other potentially breathtaking compounded benefits as years roll by using resources provided through global planning leaders

Holistic, total-situation tax planning can help reveal superior financial outcomes

To discover what you can achieve contact –

David Albin



Or schedule directly via the web at


David Albin Managing Director